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Evan Mcdaniel

Eastlake Planning LLC

Dallas, TX

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Current Employers
Eastlake Planning Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-20
PA RA APPROVED 2026-02-18
LA RA APPROVED 2024-10-09
TX RA APPROVED 2024-07-24
  • CO RA
    APPROVED
    Since 2026-02-20
  • PA RA
    APPROVED
    Since 2026-02-18
  • LA RA
    APPROVED
    Since 2024-10-09
  • TX RA
    APPROVED
    Since 2024-07-24

Branch Locations

Dallas, TX • 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
Mml Investors Services Llc Dallas TX 06/2015 07/2024
Spectrum Financial Group Dallas TX 09/2013 07/2024
Eastlake Planning Llc Dallas TX 05/2024 Present
Mml Investors Services, Llc Dallas T TX 07/2015 07/2024
Previous Registrations
Other Businesses

Independent licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-02
  • S66 Uniform Combined State Law Examination
    2015-07-02
Designations
Other Names
  • Evan Robert Mcdaniel

View on SEC IAPD

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