Norman Patrick Mcevoy

Current Employers

Employment History

• 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

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

Designations

Other Names

• Norm Mcevoy