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925 Mezzanine Drive Suite C, Lafayette, IN 47905 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| VA | RA | APPROVED | 2026-01-06 |
Branch Locations
115 East Main Street, Marion, VA 24354 • United States
925 Mezzanine Drive Suite C, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evans Financial | Marion | VA | 01/2010 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 02/2011 | 08/2018 |
| Capital Advisor Network, Llc | Lafayette | IN | 08/2018 | Present |
| Center Street Securities | Nashville | TN | 10/2020 | 12/2021 |
Mr. Evans is an INDEPENDENT INSURANCE SALES; LIFE AND ANNUITY; 115 EAST MAIN STREET, MARION, VA 23454; SALES; 20 HOURS/MO DURING TRADING HOURS. Mr. Evans owns Granite 401k Advisors; a consulting service for employer-sponsored retirement plans, including 401(k)s. Marion VA; 10 hours/month during trading hours. Mr. Evans engages in activities with Appalachian Strategy Group, LLC, a consulting company to assist in tax mitigation strategies. Mr. Evans may refer clients to use the services of Appalachian Strategies. In connection with Appalachian Strategies, Mr. Evans may refer clients to a specific law firm, Goodspeed Merrill to assist with these tax services. 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2010-10-16 |
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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