Evan David Vladem

Current Employers

Employment History

• 07/2013 → 06/2017
  Revolution
  Chicago, IL
• 06/2017 → Present
  Associated Investor Services
  Fort Lauderdale, FL
• 10/2017 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 05/2018 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami, FL
• 05/2019 → Present
  Associated Financial Consultants, Inc.
  Fort Lauderdale, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Ft. Lauderdale, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Fort Lauderdale, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ft. Lauderdale, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Lauderdale, FL
• 2018-06-05 → 2020-07-17
  Investacorp Advisory Services Inc
  Fort Lauderdale, FL

Other Businesses

1. ASSOCIATED FINANCIAL CONSULTANTS POSITION: FINANCIAL ADVISOR NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2019 ADDRESS: 2699 STIRLING ROAD, SUITE A-200, FORT LAUDERDALE FL 33312, United States DESCRIPTION: INSURANCE 2. JEWISH FEDERATION OF BROWARD COUNTY POSITION: Investment Committee Member NATURE: Jewish community foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 5890 South Pine Island Road, Davie FL 33328, United States DESCRIPTION: Investment Committee Member 3. ROBERT J VLADEM GRANTOR TRUST POSITION: Successor Trust Protector NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 430 Acequina Madre, Santa Fe NM 87505, United States DESCRIPTION: My position in the organization is the successor Trust protector. 4. SPORTS MARKETING POSITION: Marketing/Sponsorship Consultant NATURE: Sports Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 1353 Bayview Drive, Apt 5, Fort Lauderdale FL 33304, United States DESCRIPTION: Sports Marketing 5. DBA - Associated Financial Consultants and Investor Services 6. ASSOCIATED INVESTOR SERVICES POSITION: FINANCIAL ADVISOR NATURE: Independent Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 10/01/2017 ADDRESS: 2699 STIRLING ROAD, SUITE A-200, FORT LAUDERDALE FL 33312 DESCRIPTION: Independent Registered Investment Advisor 7. AFC-AIS HOLDING CORP POSITION: Advisor/Shareholder NATURE: Holding Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 2699 Stirling Road, A-200, Fort Lauderdale FL 33312 DESCRIPTION: My position in the organization is Advisor/Shareholder. The duties of this position is Advisor/Shareholder - owns 17.5%. Holding corporation formed in January 2000, owns 100% of Associated Investor Services, Inc. and Associated Financial Consultants, Inc. 8. SELF-EMPLOYED AUTHOR (EVAN VLADEM) POSITION: Author NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 1921 NE 52nd Street, Fort Lauderdale FL 33308, United States DESCRIPTION: Write and publish stories, features and creative works. Activities include manuscript writing, article features, illustration coordination, and occasionally distributing books through retail platforms (Amazon/Ingram). This activity is unrelated to my role as a financial advisor and does not involve financial advice, securities activity, or client solicitation. 9. AFC-AIS HOLDING CORP POSITION: Partner/Shareholder NATURE: Holding Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2021 ADDRESS: 2699 Stirling Road, A-200, Fort Lauderdale FL 33312, United States DESCRIPTION: My position in the organization is Advisor/Shareholder. The duties of this position is Partner/Shareholder - owns 20%.Holding corporation formed in January 2000, owns 100% of Associated Investor Services, Inc. and Associated Financial Consultants, Inc. 10. ASSOCIATED FINANCIAL CONSULTANTS POSITION: INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2019 ADDRESS: 2699 STIRLING ROAD, SUITE A-200, FORT LAUDERDALE FL 33312, United States DESCRIPTION: INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30

Other Names

• Evan Vladem