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Ever Green Wealth Management, LLC CRD 297459
$80.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6535 Anthony Drive Suite A, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| NY | RA | APPROVED | 2021-11-02 |
Branch Locations
6535 Anthony Drive Suite A, Victor, NY 14564 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Victor | NY | 11/2004 | 05/2018 |
| Ever Green Wealth Management, Llc | Victor | NY | 02/2020 | Present |
| Ever Green Wealth Management, Llc | Victor | NY | 05/2018 | Present |
| Lynnleigh & Company, Llc Dba Ever Green Wealth Management | Victor | NY | 11/2018 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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