Nathan Todd Elvers

Current Employers

Employment History

• 10/2008 → 08/2019
  Northwestern Mutual Investment Services, Llc
  Fairport, NY
• 06/2008 → 08/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2019 → 06/2024
  Securities America, Inc.
  Victor, NY
• 08/2019 → 06/2024
  Securities America Advisors
  Victor, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Victor, NY

Previous Registrations

• 2019-09-26 → 2024-06-14
  Securities America Advisors, Inc.
  Victor, NY
  Victor, NY

Other Businesses

1. DBA: Dash Capital 2. HIGHLAND BROKERAGE POSITION: owner NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/16/2019 ADDRESS: 7424 VICTOR MENDON R Dr, Victor NY 14564 DESCRIPTION: n/a 3. DASH CAPITAL ADVISORS POSITION: Financial Advisor NATURE: This is a DBA held out to customers for marketing purposes for our financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/16/2019 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564 DESCRIPTION: We provide financial planning services. 4. ELVERS & TEMPERATO WM POSITION: Owner NATURE: Elvers & Temperato WM is a formal partnership agreement that Mark Temperato and I have created for business structure and operating agreements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2016 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564 DESCRIPTION: This is simply a business partnership agreement for the purpose of establishing operating agreements. 5. DASH TAX, LLC POSITION: Owner NATURE: Tax Preparation and Tax Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/23/2025 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564, United States DESCRIPTION: Oversee and manage the practice.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-03-11

Designations