Norman Patrick Mcevoy

Employer firm

Integrity Wealth Management CRD 137803

$77.2M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Integrity Wealth Management

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Calton & Associates, Inc.	Tampa	FL	06/2021	06/2022
Full-Time Student	Cincinnati	OH	06/2016	06/2021
Ameriprise Financial Services	Tampa	FL	06/2022	09/2022
Osaic Wealth, Inc./Securities America Advisory	Holmes Beach	FL	12/2022	09/2025
Per Vitam Insurance Services	Holmes Beach	FL	09/2022	Present
Sequent Financial	Holmes Beach	FL	09/2025	10/2025
Integrity Wealth Management	Sarasota	FL	10/2025	Present
Mount St. Joseph's University	Cincinnati	OH	08/2020	06/2021

06/2021 → 06/2022

Calton & Associates, Inc.

Tampa, FL
06/2016 → 06/2021

Full-Time Student

Cincinnati, OH
06/2022 → 09/2022

Ameriprise Financial Services

Tampa, FL
12/2022 → 09/2025

Osaic Wealth, Inc./Securities America Advisory

Holmes Beach, FL
09/2022 → Present

Per Vitam Insurance Services

Holmes Beach, FL
09/2025 → 10/2025

Sequent Financial

Holmes Beach, FL
10/2025 → Present

Integrity Wealth Management

Sarasota, FL
08/2020 → 06/2021

Mount St. Joseph's University

Cincinnati, OH

Previous Registrations

2025-09-15 → 2025-11-04

Sequent Planning, Llc

Holmes Beach, FL

Omaha, NE
2024-06-14 → 2025-09-23

Osaic Wealth, Inc.

Holmes Beach, FL

Omaha, NE
2023-01-03 → 2024-06-14

Securities America Advisors, Inc.

Holmes Beach, FL

Tampa, FL
2022-09-08 → 2022-09-28

Ameriprise Financial Services, Llc

Tampa, FL
2015-03-27 → 2016-06-22

Mutual Of Omaha Investor Services, Inc.

Sarasota, FL

Fort Myers, FL
2013-08-16 → 2013-12-13

Woodbury Financial Services, Inc.

Sarasota, FL

Sarasota, FL

Naples, FL
2011-09-07 → 2012-12-20

Td Ameritrade, Inc.

Omaha, NE

Sarasota, FL
2011-10-11 → 2012-12-20

Td Ameritrade Investment Management, Llc

Sarasota, FL

Other Businesses

NAME: Per Vitam Insurance Services; INVESTMENT RELATED: Yes; ADDRESS: 4602 Gulf Drive Holmes Beach, FL 34217; NATURE: Insurance and Annuity Sales; POSITION/TITLE: Agent; START DATE: 12/01/2022; NUMBER OF HOURS/MONTH: 60; SECURITIES TRADING HOURS: 60; DUTIES: Insurance and Annuity Sales.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-06-21
S66	Uniform Combined State Law Examination	2011-09-02

S63 Uniform Securities Agent State Law Examination

2022-06-21
S66 Uniform Combined State Law Examination

2011-09-02

Designations

Chartered Financial Consultant

Other Names

Norm Mcevoy

View on SEC IAPD