Gary Lee Beveridge

Current Employers

Employment History

• 04/1974 → 09/2019
  Nationwide Insurance Co'S.
  Columbus, OH
• 04/1976 → 09/2019
  Nationwide Advisory Services, Inc.
  Vinton, VA
• 10/2019 → 04/2024
  Cetera Advisor Networks
  El Segundo, CA
• 10/2019 → 04/2024
  Vicus Capital
  Roanoke, VA
• 10/2019 → 01/2024
  Orien Ii Company Holdings, Inc.
  Roanoke, VA
• 10/2019 → 01/2020
  Southwest Virginia Chapter Of Community Association Insatiate (C
  Roanoke, VA
• 04/2020 → 01/2024
  Beveridge & Akers Ins Group, Llc Dba Partners Financial Services
  Roanoke, VA
• 04/2024 → Present
  Exeter Financial, Llc
  Scottsdale, AZ
• 04/2020 → 01/2024
  Orien I Company Holdings, Inc.
  Roanoke, VA
• 01/2026 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2019-10-03 → 2024-05-02
  Vicus Capital, Inc.
  Roanoke, VA
  The Villages, FL
  The Villages, FL
  Roanoke, VA
• 2017-07-27 → 2019-10-01
  Nationwide Securities, Llc
  Vinton, VA
  Roanoke, VA
  Vinton, VA
  Covington, VA

Other Businesses

1) Alkeme Insurance Services; 111 Corporate Dr. #200, Ladera Ranch, CA 92694; M Financial Group - Member Firm Employee, Insurance Sales; Investment related; Executive Vice President; Managing location and selling insurance products; 1/10/24; 10 ho/mo; 10 ho/mo during trading hours. 2) Exeter Financial, LLC; 7001 N. Scottsdale Rd, Suite 1040, Scottsdale, AZ 85253; RIA; Investment related; Investment Advisor Representative; Manage accounts; 5/1/24; 160 ho/mo; 160 ho/mo during trading hours. 3) Orien I Company Holdings, Inc; 2772 Electric Rd., Suite 3, Roanoke, VA 24018; Investment related; President; Corporation receives compensation from Alkeme Insurance. Manage the financials and file tax returns through CPA; 2/12/24; 2 ho/mo; 1 ho/mo during trading hours. 4) Orien II Company Holdings, Inc.; 2772 Electric Rd., Suite 3, Roanoke, VA 24018; Investment related; President; Corporation receives compensation from Alkeme Insurance. Controller of financials, accounting, and preparing tax documentation for CPA; 2/9/24; 1 ho/mo; 1 ho/mo during trading hours. 5) Rental properties; Not investment related; Multiple locations; Owner; Start date: 2000, 2016; Apx number of hours per week: 0-1 ; Apx number of hours during trading hours: 0-1; Property manager for rental property. 6) Winding Way Rental, LLC; 46 Stonegate Drive, Roanoke, VA 24019; Rental Real Estate; Investment related; Managing Member; Management of the property and accounting; 11/04/2025; 1 ho/mo; 0 ho/mo during trading hours. 7) Villages Fun, LLC; 46 Stonegate Drive, Roanoke, VA 24019; Rental Real Estate; Investment related; Managing Member; Management of the property; 11/04/2025; 2 ho/mo; 0 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-20
• S65 Uniform Investment Adviser Law Examination
  2017-07-26

Other Names

• Gary L Beveridge