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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| TX | RA | APPROVED | 2025-04-17 |
| IN | RA | APPROVED | 2025-02-04 |
Branch Locations
1710 N Main Street Suite B, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Auburn | IN | 02/2015 | 02/2018 |
| Lpl Financial Llc | Auburn | IN | 02/2018 | 02/2025 |
| Osaic Wealth, Inc. | Auburn | IN | 02/2025 | Present |
1. LAKEWOOD PARK CHRISTIAN SCHOOL POSITION: High School Cross Country Coach NATURE: Private Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2022 ADDRESS: 5555 County Rd 29, Auburn IN 46706, United States DESCRIPTION: Cross Country Coach - create workouts, run practices and coach at meets from August to October 2. JUNIOR ACHIEVEMENT OF NORTHERN INDIANA POSITION: Board Member and Current President NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2015 ADDRESS: 550 E. Wallen Rd., Fort Wayne IN 46825, United States DESCRIPTION: Current local board president (Junior Achievement of East Central Dekalb County). We are a fundraising board for Junior Achievement services in our county's schools. 3. ASH BROKERAGE POSITION: Producer NATURE: BGA for Fixed Insurance Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2015 ADDRESS: 888 S. Harrison St., Fort Wayne IN 46802, United States DESCRIPTION: Use Ash for selling Life, Disability, Long Term Care Ins, and Fixed Annuities 4. EVER WEALTH POSITION: Wealth Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/03/2025 ADDRESS: 1710 N. Main St., Ste. B, Auburn IN 46706, United States DESCRIPTION: Wealth Advisor 5.MARK & JAMI VANDEVELDE POSITION: Owner NATURE: Vacation Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2026 ADDRESS: D102 Colony Cove, St. Croix VI 00820, United States DESCRIPTION: Vacation Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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