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Ancle Ray Evans

Osaic Wealth, Inc.

Waco, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • NM RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Waco, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crocker Assembly Of God Crocker MO 10/2015 11/2018
Country Capital Management Company Bloomington IL 03/2016 05/2017
First Command Financial Planning, Inc. Fort Worth TX 05/2017 06/2017
First Command Financial Planning, Inc. Fort Worth TX 06/2017 10/2023
First Command Advisory Services, Inc. Fort Worth TX 06/2017 10/2023
First Command Insurance Service, Inc. Fort Worth TX 06/2017 10/2023
Lincoln Financial Advisors Waco TX 10/2023 01/2025
Osaic Wealth, Inc. Waco TX 01/2025 Present
  • 10/2015 → 11/2018
    Crocker Assembly Of God
    Crocker, MO
  • 03/2016 → 05/2017
    Country Capital Management Company
    Bloomington, IL
  • 05/2017 → 06/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 06/2017 → 10/2023
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 06/2017 → 10/2023
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2017 → 10/2023
    First Command Insurance Service, Inc.
    Fort Worth, TX
  • 10/2023 → 01/2025
    Lincoln Financial Advisors
    Waco, TX
  • 01/2025 → Present
    Waco, TX
Previous Registrations
  • 2023-10-31 → 2025-01-24
    Osaic Fa, Inc.
    Waco, TX
    Houston, TX
    Albuquerque, NM
  • 2017-06-12 → 2023-11-30
    Saint Robert, MO
    Fort Worth, TX
    Warrensburg, MO
    Albuquerque, NM
Other Businesses

1) ANCLE EVANS, LLC 6329 ELEPHANT BUTTE DR., WACO, TX 76708 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: I USE THIS LLC FOR ACCOUNTING AND TAX PURPOSES ONLY. START DATE: 11/1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-10
S63 Uniform Securities Agent State Law Examination 2015-05-01
  • S65 Uniform Investment Adviser Law Examination
    2017-06-10
  • S63 Uniform Securities Agent State Law Examination
    2015-05-01

View on SEC IAPD

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