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John Phillip Evans

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Fulton, MD

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-13
AZ RA APPROVED 2021-04-21
NJ RA APPROVED 2012-06-12
MD RA APPROVED 2009-07-10
CA RA APPROVED 2007-01-24
  • FL RA
    APPROVED
    Since 2025-01-13
  • AZ RA
    APPROVED
    Since 2021-04-21
  • NJ RA
    APPROVED
    Since 2012-06-12
  • MD RA
    APPROVED
    Since 2009-07-10
  • CA RA
    APPROVED
    Since 2007-01-24

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

8115 Maple Lawn Blvd Suite 350, Fulton, MD 20759 • 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
Cetera Wealth Services, Llc El Segundo CA 01/2013 12/2025
Creative Planning Institutional Advisors, Llc Newport Beach CA 11/2006 Present
Previous Registrations
  • 2002-02-07 → 2004-02-02
    Mmc Securities Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-23
S63 Uniform Securities Agent State Law Examination 2001-07-13
  • S65 Uniform Investment Adviser Law Examination
    2007-01-23
  • S63 Uniform Securities Agent State Law Examination
    2001-07-13
Other Names
  • Jack Evans
  • John Phillip Evans Ii

View on SEC IAPD

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