Peter John Henry

Current Employers

Employment History

• 11/2011 → 12/2020
  Pacific Energy Consultants
  Scottsdale, AZ
• 03/2016 → 10/2016
  Churchill Management Group
  Los Angeles, CA
• 08/2017 → 01/2020
  Keatsconnelly Llc
  Phoenix, AZ
• 12/2019 → Present
  Pacific Energy Holdings
  Scottsdale, AZ
• 08/2020 → 09/2021
  Cardinal Point Wealth Management, Llc
  Phoenix, AZ
• 01/2020 → 06/2024
  Evolve Cross Border Partners, Llc
  Scottsdale, AZ
• 07/2020 → Present
  Evolve Cross Border Investments, Llc
  Scottsdale, AZ
• 08/2020 → 10/2021
  Versant Capital Management, Inc
  Phoenix, AZ
• 07/2021 → Present
  Evolve Wealth Advisors, Lp
  Scottsdale, AZ
• 06/2023 → Present
  Raintree Capital Partners Llc
  Scottsdale, AZ
• 07/2021 → Present
  Evolve Investment Holdings Llc
  Scottsdale, AZ

Previous Registrations

• 2020-08-28 → 2021-10-19
  Versant Capital Management, Inc.
  Scottsdale, AZ
  Phoenix, AZ
• 2020-08-10 → 2021-09-01
  Cardinal Point Wealth Management
  Scottsdale, AZ
  Irvine, CA
• 2020-08-10 → 2021-09-01
  Cardinal Point Wealth Management, Llc
  Scottsdale, AZ
  Irvine, CA
• 2017-09-06 → 2020-01-31
  Keats, Connelly & Associates, Inc
  Phoenix, AZ
• 2016-03-29 → 2016-10-17
  Churchill Management Group
  San Marino, CA
• 2015-10-07 → 2016-03-15
  Holly Street Wealth Advisors
  Pasadena, CA
• 2011-06-28 → 2012-06-20
  Platform Advisors, Llc
  Studio City, CA

Other Businesses

1. Peter J. Henry is the Managing Member of Pacific Energy Holdings, a personal holding company. This entity does not conduct advisory services or securities transactions with clients of Evolve Wealth Advisors LP. Peter J. Henry is a Member of Raintree Capital Partners LLC, a real estate investment entity in which another member is also an advisory client of Evolve Wealth Advisors LP and holds a 50% ownership interest. The entity is currently active at the state level however inactive and not conducting business operations. No Evolve Wealth Advisors LP clients are solicited for or referred to Raintree Capital Partners LLC, and no products or services of the entity are offered to advisory clients. 2. Evolve Cross Border Investments, LLC. This activity is investment related. The office is located in Scottsdale. The company refers investment clients to RIAs. Peter's duties include business development and referrals. Peter spend approximately 4 hours a month on this activity. 3. Peter Henry is a Partner of Raintree Capital Partners LLC. This activity is investment related. This office is located in Scottsdale. The company is a real estate investment company. Peter is responsible for managing all aspects of the company's capital markets relationships, including private equity activity, private client, and investment and commercial banking relationships. In addition, Peter is responsible for product strategy, development, and positioning, as well as compliance and risk management. Approximately 5-10 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-07
• S63 Uniform Securities Agent State Law Examination
  2004-09-10