Evan Tai Pan

Current Employers

Tax Efficient Asset Management Solution, Inc.

650 Town Center Drive Suite 890, Costa Mesa, CA 92626 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-19

CA RA
APPROVED

Since 2025-11-19

Branch Locations

650 Town Center Drive Suite 890, Costa Mesa, CA 92626 • United States

251 S. Lake Avenue 8Th Floor, Pasadena, CA 91101 • United States

Pan Global Advisers, Llc

4590 Macarthur Blvd., Suite 175, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-19

CA RA
APPROVED

Since 2025-11-19

Branch Locations

4590 Macarthur Blvd., Suite 175, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Fuller Investment Management Company	Pasadena	CA	04/2014	06/2018
Tax Efficient Asset Management Solution, Inc.	Costa Mesa	CA	07/2018	Present
Pan Global Advisers, Llc	Costa Mesa	CA	04/2019	Present
Tww Invests, Llc	Lakeland	FL	03/2022	11/2022

04/2014 → 06/2018

Fuller Investment Management Company

Pasadena, CA
07/2018 → Present

Tax Efficient Asset Management Solution, Inc.

Costa Mesa, CA
04/2019 → Present

Pan Global Advisers, Llc

Costa Mesa, CA
03/2022 → 11/2022

Tww Invests, Llc

Lakeland, FL

Previous Registrations

2022-03-02 → 2022-11-10

Visionquest Advisors, Llc

Concord, NC

Costa Mesa, CA
2015-06-16 → 2018-07-10

Fuller Investment Management Company

Pasadena, CA

Other Businesses

Board of Director, Treasurer, Chair of the Finance Committee, for a large non-profit called "Options for Learning." This takes about 5-10% of my time per week. Board of Director and Chair of Finance Committee, for nonprofit Joni and Friends Foundation. This takes less than 5% of my time per month.