David Jean Fevergeon

Current Employers

Employment History

• 03/2005 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Ellensburg, WA
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Ellensburg, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ellensburg, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ellensburg, WA

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Ellensburg, WA
• 2005-05-19 → 2020-11-06
  Kms Financial Services, Inc.
  Ellensburg, WA
  Ellensburg, WA
  Seattle, WA

Other Businesses

1. DBA - Fevergeon Financial 2. CALVARY ELLENSBURG FINANCE COMMITTEE POSITION: committee member NATURE: I plan to serve on a finance committee for my local church. The purpose of the committee is to assess the feasibility of a new building project for the church. We provide feedback to the church leadership on the financial viability of the building project. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2022 ADDRESS: 840 Cowboy Ln, Ellensburg WA 98926, United States DESCRIPTION: I will help review church financial statements and loan options to help advise church leadership on the feasibility of building a new church. 3. CALVARY ELLENSBURG GOVERNING BOARD MEMBER POSITION: Board Member NATURE: I plan to serve on my church's governing board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2022 ADDRESS: 840 Cowboy Ln, Ellensburg WA 98926, United States DESCRIPTION: I will meet with the Pastor and other board members 1-2 times per year to approve the church's annual budgets and any other church related matters requiring a vote. 4. INSURANCE SALES POSITION: Insurance Agent NATURE: I solicit insurance business as a general agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2005 ADDRESS: 1206 N. Dolarway Road, Suite 212, Ellensburg WA 98926, United States DESCRIPTION: I provide insurance solutions for clients and their families (term life, Long Term Care, Disability). I normally only write 3-4 policies per year. Any fixed annuity business is submitted directly through the broker dealer. 5. CALVARY ELLENSBURG FINANCE COMMITTEE POSITION: committee member NATURE: I plan to serve on a finance committee for my local church. The purpose of the committee is to provide feedback to the church leadership on the financial viability of purchasing a new church building. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2022 ADDRESS: 504 E Mountain View Ave, Ellensburg WA 98926, United States DESCRIPTION: I will help review church financial statements and loan options to help advise church leadership on the feasibility of buying a new church building. 6. CALVARY ELLENSBURG GOVERNING BOARD MEMBER POSITION: Board Member NATURE: I plan to serve on my church's governing board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2022 ADDRESS: 504 E Mountain View Ave., Ellensburg WA 98926, United States DESCRIPTION: I will meet with the Pastor and other board members 1-2 times per year to approve the church's annual budgets and any other church related matters requiring a vote. 7. DAVID FEVERGEON--SUB LET RENTAL SPACE POSITION: Landlord NATURE: I simply collect a rent payment from Dale Meador with Cadence Growth. He sub-lets an office within our branch office. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 1206 N Dolarway Rd, Suite 212, Ellensburg WA 98926, United States DESCRIPTION: I just rent out an office space within our Osaic Branch office. There is no time dedicated to this task.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-18

Designations