Evan David Koch

Employer firm

Edk Advisory CRD 292227

$56.2M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Edk Advisory

2591 Dallas Parkway, #300, Frisco, TX 75034 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2023-04-12
NC	RA	APPROVED	2019-04-08
TX	RA	APPROVED	2018-02-08

IA RA
APPROVED

Since 2023-04-12
NC RA
APPROVED

Since 2019-04-08
TX RA
APPROVED

Since 2018-02-08

Branch Locations

2591 Dallas Parkway, #300, Frisco, TX 75034 • 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
Edk Financial Advisory, Pc	Frisco	TX	07/2007	Present
J.E. Simmons & Co.	Dallas	TX	11/2008	02/2018
Edk Advisory, Pllc	Frisco	TX	02/2018	Present
Edk Tax Services Pllc	Frisco	TX	01/2026	Present

07/2007 → Present

Edk Financial Advisory, Pc

Frisco, TX
11/2008 → 02/2018

J.E. Simmons & Co.

Dallas, TX
02/2018 → Present

Edk Advisory, Pllc

Frisco, TX
01/2026 → Present

Edk Tax Services Pllc

Frisco, TX

Previous Registrations

2009-02-06 → 2018-04-10

J.E. Simmons & Co., P.C.

Dallas, TX
2008-02-11 → 2009-12-09

Edk Financial Advisory, Pc

Frisco, TX
2004-12-07 → 2007-04-24

Cain, Watters & Associates, Llc

Dallas, TX

Other Businesses

1)EDK Tax Services PLLC; Not investment related; Same as reported business location; Provide tax and accounting services; Owner; 01/2026; approximately 10 percent of time per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-25

S65 Uniform Investment Adviser Law Examination

2004-03-25

Designations

Personal Financial Specialist

View on SEC IAPD