Emily Regina Haberkern

Current Employers

Employment History

• 04/2016 → 04/2017
  Girard Securities
  San Diego, CA
• 04/2017 → Present
  Evangelista And Associates
  Ann Arbor, MI
• 10/2017 → 04/2023
  Geneos Wealth Management, Inc.
  Ann Arbor, MI
• 04/2017 → Present
  Capital Asset Advisory Services
  Ann Arbor, MI
• 04/2023 → Present
  Lpl Financial Llc
  Ann Arbor, MI

Previous Registrations

• 2016-04-27 → 2017-04-12
  Girard Securities, Inc.
  San Diego, CA
  Southfield, MI
• 2014-10-24 → 2016-04-21
  Invest Financial Corporation
  Ann Arbor, MI

Other Businesses

1) 03/31/2023 - UNIVERSITY INSURANCE SOLUTIONS LLC - Non-Variable Insurance - Selling: Life insurance, disability insurance, long-term care insurance, fixed annuities - Howell, Ml 48855 - Investment related - 5Hours per month - Start date: 08/01/2017. 2) 04/13/2023 - Evangelista & Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 4/13/2023 - 20 Hours Per Month/ 5 Hours During Securities Trading 3) 04/13/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/13/2017 - 20 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 5% 4) 04/13/2023 - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/13/2017 - 20 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 04/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/27/2023 - Evangelista & Associates - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 05/09/2023 - 40 Hours Per Month/ 40 Hours During Trading 6) 11/17/2025 - Eastern Michigan University - Other - Professor - Adjunct Professor - Not Investment Related - 604 Oakwood St, Ypsilanti, MI 48197 - Start Date 01/05/2026 - 20 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-27
• S63 Uniform Securities Agent State Law Examination
  2011-08-31

Designations

Other Names

• Emily Heimsoth
• Emily Regina Heimsoth