Evangeline Alderton Lodwick

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-07-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	02/2014	01/2018
Tiaa	Charlotte	NC	02/2014	01/2018
Valic Financial Advisors, Inc.	Greensboro	NC	09/2018	05/2021
Combined Insurance	Mooresville	NC	02/2018	06/2018
Red Ventures	Charlotte	NC	06/2018	09/2018
Appreciation Financial	Mooresville	NC	06/2021	12/2021
Encompass More, A Division Of Verity Asset Management	Durham	NC	08/2021	12/2021
Encompass Investments, A Division Of Verity Investments, Inc.	Durham	NC	08/2021	12/2021
Empower Financial Services, Inc	Greenwood Village	CO	03/2023	Present
Unemployed	Huntersville	NC	08/2021	03/2023

02/2014 → 01/2018

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
02/2014 → 01/2018

Tiaa

Charlotte, NC
09/2018 → 05/2021

Valic Financial Advisors, Inc.

Greensboro, NC
02/2018 → 06/2018

Combined Insurance

Mooresville, NC
06/2018 → 09/2018

Red Ventures

Charlotte, NC
06/2021 → 12/2021

Appreciation Financial

Mooresville, NC
08/2021 → 12/2021

Encompass More, A Division Of Verity Asset Management

Durham, NC
08/2021 → 12/2021

Encompass Investments, A Division Of Verity Investments, Inc.

Durham, NC
03/2023 → Present

Empower Financial Services, Inc

Greenwood Village, CO
08/2021 → 03/2023

Unemployed

Huntersville, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-29
S65	Uniform Investment Adviser Law Examination	1999-10-21
S63	Uniform Securities Agent State Law Examination	1989-10-05

Other Firms