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Chad David Evans

Altere Financial, LLC

Austin, TX

Houston, TX

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Current Employers
Altere Financial, Llc

510 Bering Drive #260, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-26
  • TX RA
    APPROVED
    Since 2024-11-26

Branch Locations

500 W 2Nd St. Suite 1900, Austin, TX 78701 • United States

510 Bering Drive #260, Houston, TX 77057 • 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
Evans Cpa Llc, Dba Fisher Cpa Firm Woodlands TX 09/2020 09/2022
Cetera Financial Specialists Llc Schuamburg IL 08/2022 11/2024
Exxonmobil Houston TX 06/2008 09/2020
Cetera Investment Advisers Llc Schaumburg IL 02/2023 11/2024
Evans Sternau Cpa, Llc Austin TX 09/2022 Present
Altere Financial, Llc Austin TX 11/2024 Present
  • 09/2020 → 09/2022
    Evans Cpa Llc, Dba Fisher Cpa Firm
    Woodlands, TX
  • 08/2022 → 11/2024
    Cetera Financial Specialists Llc
    Schuamburg, IL
  • 06/2008 → 09/2020
    Exxonmobil
    Houston, TX
  • 02/2023 → 11/2024
    Schaumburg, IL
  • 09/2022 → Present
    Evans Sternau Cpa, Llc
    Austin, TX
  • 11/2024 → Present
    Austin, TX
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: EVANS STERNAU CPA, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA FIRM; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 2004-08-05
  • S66 Uniform Combined State Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    2004-08-05

View on SEC IAPD

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