Jeffrey Dale Gorsline

Current Employers

Employment History

• 01/2015 → Present
  Evergreen Wealth Management
  Williamston, MI
• 01/2012 → 07/2023
  Weekend Survival Kits, Inc.
  Williamston, MI

Previous Registrations

• 2011-08-19 → 2015-04-03
  Cambridge Investment Research Advisors, Inc.
  Williamston, MI
• 2010-05-18 → 2011-08-16
  Next Financial Group, Inc.
  Lapeer, MI
  Brighton, MI
  Williamston, MI

Other Businesses

JEFFREY DALE GORSLINE SPENDS 15 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES. Jeffrey Dale Gorsline is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. EWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of EWM in connection with such individual's activities outside of EWM. Evergreen Capital Funds, LLC; investment related: Yes; Location of the business: 27121 Oakmead Dr. Suite B. Perrysburg, OH 43551; Description of the business: Evergreen Capital Funds, LLC is the general partner to the Evergreen Capital Appreciation, LP. The Hedge Fund is structured as a Private Investment Partnership. The partnership's objective is to achieve a long-term capital appreciation for investors. The Partnership seeks to achieve this objective by investing the Partnership's assets based on the general principles of value investing. The Partnership is not registered as an investment company under the Investment Company Act of 1940, as amended (the "Investment Company Act"), in reliance upon Section 3(c)(1) thereof.; Position Title: Managing Member, General Partner; Responsibilities Duties: General Partner is primarily responsible for the management of the Partnership.; Start date with business: 01/2021; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Evergreen Property Holdings, LLC, 319 W. Grand River Ave., Williamston, MI 48895; Title: Owner/Managing Partner; Start Date: 12/28/2011; Investment related: No; EPH does NOT account for 10% of my time or income.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-25
• S63 Uniform Securities Agent State Law Examination
  1999-07-09

Other Names

• Jeff Dale Gorsline
• Jeff Gorsline