Lanta Larrett Evans

Current Employers

Employment History

• 02/2005 → 07/2026
  Raymond James Financial Services, Inc.
  Ashton, MD
• 01/2009 → 07/2026
  Raymond James Financial Services Advisors, Inc
  Ashton, MD
• 01/2008 → 02/2019
  Heuristic Enterprises
  Seabrook, MD
• 10/2012 → 08/2026
  Wike Financial, Llc
  Ashton, MD
• 07/2008 → 08/2026
  Lem Financial Services, Llc
  Seabrook, MD
• 07/2026 → Present
  Concurrent Investment Advisors, Llc
  Ashton, MD
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-01-02 → 2026-07-07
  Raymond James Financial Services Advisors, Inc
  Calverton, MD
  Ashton, MD
• 2005-02-18 → 2009-01-02
  Raymond James Financial Services, Inc.
  Landover, MD
  Landover, MD
  Ashton, MD
  Lanham, MD
• 2002-01-22 → 2005-02-07
  Morgan Stanley Dw Inc.
  Lutherville, MD

Other Businesses

1) Concurrent Investment Advisors d/b/a Potomac Financial Group. Investment-related. At registered location. RIA. Financial Advisor. Start date:07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: XX/XXXX. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) LEM Financial Services. Investment Related. 4061 Powder Mill Rd, Ste 705, Calverton, MD 20705. Business Manager/ Management Services. Owner/Proprietor. 07/2008. 10 hours per month. 1 hour per month during securities trading hours. Provide financial & business consulting (non-investment related) to clients. 4) Literacy Institute for Financial Enrichment. Non-Investment-Related. PO Box 208, Lanham MD, 20703. Charitable or Non-Profit Organization. Board Member. 07/2003. 4 hours per month. 1 hour during securities trading hours. Founder; Director; Officer-Vice President. Board Director. Vote on policy matters of LIFE. V-President. Act on behalf of organization in the absence of the President. Per bylaws, should have banking access. Website: www.financialenrichment.org

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13

Other Names

• Lanta Evans-Motte
• Lanta L. Evans