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Inactive

Evan David Loomis

Level Financial Advisors, Inc.

Hemet, CA

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Current Employers
Level Financial Advisors, Inc.

9310 Transit Road Suite 300, East Amherst, NY 14051 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-05
NY RA APPROVED 2025-04-16
TX RA APPROVED 2025-04-16
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

Hemet, CA • 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
First Financial Consulting Pasadena CA 06/2013 08/2017
Evan D Loomis Dba Loomis Financial Consulting Glendora CA 10/2017 08/2025
Level Financial Advisors Glendora CA 04/2025 Present
  • 06/2013 → 08/2017
    First Financial Consulting
    Pasadena, CA
  • 10/2017 → 08/2025
    Evan D Loomis Dba Loomis Financial Consulting
    Glendora, CA
  • 04/2025 → Present
    Level Financial Advisors
    Glendora, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-29
S66 Uniform Combined State Law Examination 2007-05-14
  • S65 Uniform Investment Adviser Law Examination
    2017-09-29
  • S66 Uniform Combined State Law Examination
    2007-05-14
Designations

View on SEC IAPD

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