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Melissa Renee Evans

United Capital Financial Advisors

Brentwood, TN

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-09-19
  • TN RA
    APPROVED
    Since 2024-09-19

Branch Locations

5141 Virgina Way Ste 470, Brentwood, TN 37027 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wileybros Aintree Capital Nashville TN 05/2014 04/2017
Raymond James Financial Services, Inc. Franklin TN 05/2018 01/2021
Diversicare Brentwood TN 05/2017 05/2018
Southwestern Investment Group Franklin TN 05/2018 12/2020
Eudaimonia Partners, Llc Winchester TN 01/2021 03/2022
Raymond James Financial Services, Inc. Franklin TN 03/2022 07/2024
Plunkett Wealth Team Franklin TN 05/2022 07/2024
Southwestern Investment Group Franklin TN 05/2022 07/2024
Sagespring Wealth Partners Franklin TN 05/2022 07/2024
United Capital Financial Advisors, Llc Irving TX 07/2024 Present
  • 05/2014 → 04/2017
    Wileybros Aintree Capital
    Nashville, TN
  • 05/2018 → 01/2021
    Raymond James Financial Services, Inc.
    Franklin, TN
  • 05/2017 → 05/2018
    Diversicare
    Brentwood, TN
  • 05/2018 → 12/2020
    Southwestern Investment Group
    Franklin, TN
  • 01/2021 → 03/2022
    Eudaimonia Partners, Llc
    Winchester, TN
  • 03/2022 → 07/2024
    Raymond James Financial Services, Inc.
    Franklin, TN
  • 05/2022 → 07/2024
    Plunkett Wealth Team
    Franklin, TN
  • 05/2022 → 07/2024
    Southwestern Investment Group
    Franklin, TN
  • 05/2022 → 07/2024
    Sagespring Wealth Partners
    Franklin, TN
  • 07/2024 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-29
S63 Uniform Securities Agent State Law Examination 2002-05-17
  • S66 Uniform Combined State Law Examination
    2020-09-29
  • S63 Uniform Securities Agent State Law Examination
    2002-05-17
Other Names
  • Melissa Grissom
  • Melissa Renee Evans
  • Melissa Renee Ryan
  • Melissa Ryan
  • Melissa R Evans
  • Melissa Renee Smith

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

More in Brentwood, TN

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