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Current Employers
Evidence Advisors Investment Management

7 Upper Balcones Road, Boerne, TX 78006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-04
  • TX RA
    APPROVED
    Since 2018-12-04

Branch Locations

7 Upper Balcones Road, Boerne, TX 78006 • 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
Cetera Advisor Networks Llc El Segundo CA 01/2013 11/2018
Evidence Advisors Investment Management San Antonio TX 12/2018 Present
Previous Registrations
  • 2010-08-31 → 2018-11-30
    Cetera Wealth Services, Llc
    San Antonio, TX
    Leander, TX
    San Antonio, TX
  • 2008-02-06 → 2010-09-10
    Next Financial Group, Inc.
    San Antonio, TX
    Houston, TX
  • 2005-06-13 → 2008-02-01
    San Antonio, TX
    San Antonio, TX
    Palm Beach Gardens, FL
Other Businesses

1) TERRY THILL, CPA (CORP) TAX PREPARATION & CONSULTING; ACTIVE OWNER; 80% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; $80K/YR COMP 2)FINANCIAL COMMITTEE CHAIRMAN FOR HOPE CHURCH - VOLUNTEER, 2 HOURS PER WEEK. 3) NAME OF OTHER BUSINESS: INSURANCE SALES INVESTMENT RELATED: NO NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS: LIFE AND HEALTH. POSITION/TITLE/RELATIONSHIP: INDEPENDENTLY LICENSED INSURANCE AGENT APX # OF HOURS PER WEEK: 5% OF HIS TIME APX # OF HOURS PER WEEK DURING TRADING HOURS: 5% OF HIS TIME BRIEF DESCRIPTION: INSURANCE SALES 4). NAME OF OTHER BUSINESS: ALAMO AREA WRESTLING OFFICIALS ASSOCIATION LLC (AAWOA); INVESTMENT RELATED: NO; ADDRESS: 6718 GLEN FAIR, SAN ANTONIO, TX 78239; NATURE OF BUSINESS: HIGH SCHOOL WRESTLING; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING AND REPORTING TO THE BOARD; 7. NAME OF OTHER BUSINESS: TERRY THILL - HIGH SCHOOL WRESTLING REFEREE; INVESTMENT RELATED: NO; ADDRESS: 2850 REDSKY HILL, SAN ANTONIO, TX 78259; NATURE OF BUSINESS: HIGH SCHOOL WRESTLING REFEREE; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: REFEREE; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REFEREE HIGH SCHOOL WRESTLING MATCHES AND TOURNAMENTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-05
S63 Uniform Securities Agent State Law Examination 2003-01-02
  • S65 Uniform Investment Adviser Law Examination
    2004-10-05
  • S63 Uniform Securities Agent State Law Examination
    2003-01-02

View on SEC IAPD

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