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Michael Fuhr

Evergreen Wealth Services

Mooresville, NC

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Current Employers
Evergreen Wealth Services

Mooresville, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-06-29
VA RA APPROVED 2020-03-11
  • NC RA
    APPROVED
    Since 2021-06-29
  • VA RA
    APPROVED
    Since 2020-03-11

Branch Locations

Mooresville, NC • 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
Sagevest Wealth Management Bethesda MD 04/2010 01/2020
Evergreen Wealth Services Mooresville NC 02/2020 Present
Previous Registrations
  • 2010-04-22 → 2020-01-26
    Sagevest Wealth Management
    Mclean, VA
  • 2007-12-07 → 2008-07-15
    Afa Advisor Services Llc
    Burbank, CA
    Calabasas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-06
  • S65 Uniform Investment Adviser Law Examination
    2007-12-06
Designations
Other Names
  • Michael Robert Fuhr

View on SEC IAPD

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