Daniel Patrick Reichart

Current Employers

Evia Investment Advisors

Zionsville, IN • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-05-07
IN	RA	APPROVED	2014-05-30

TX RA
APPROVED_RES

Since 2015-05-07
IN RA
APPROVED

Since 2014-05-30

Branch Locations

Zionsville, IN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Evia Investment Advisors	Carmel	IN	05/2014	Present
Forest Securities, Inc	Chicago	IL	03/2016	12/2016
Forest Securities, Inc.	Hillside	IL	12/2018	Present

05/2014 → Present

Evia Investment Advisors

Carmel, IN
03/2016 → 12/2016

Forest Securities, Inc

Chicago, IL
12/2018 → Present

Forest Securities, Inc.

Hillside, IL

Previous Registrations

2008-03-14 → 2014-03-12

Oneamerica Securities, Inc.

Indianapolis, IN
2006-05-16 → 2008-03-17

Td Ameritrade, Inc.

Indianapolis, IN
2006-05-09 → 2008-03-17

Td Ameritrade Investment Management, Llc

Omaha, NE

Indianapolis, IN
2004-06-01 → 2005-02-01

Keybanc Capital Markets Inc.

Indianapolis, IN
2003-03-17 → 2004-06-21

A. G. Edwards & Sons, Inc.

Indianapolis, IN
1990-05-09 → 2002-12-18

Charles Schwab & Co., Inc.

Fishers, IN

Other Businesses

Evia Investment Advisors, LLC, owner, State registered RIA, 100 hrs per month, started 06/01/2014, activity may occur during market hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-03-03
S63	Uniform Securities Agent State Law Examination	1988-08-22

S66 Uniform Combined State Law Examination

2003-03-03
S63 Uniform Securities Agent State Law Examination

1988-08-22

Other Names

Dan Reichart

View on SEC IAPD