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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2019 | 03/2025 |
| Deloitte & Touche Llp | Philadephia | PA | 10/2016 | 09/2019 |
| Unemployed | Whitehall | PA | 05/2016 | 09/2016 |
| Hornor Townsend & Kent Llc | Horsham | PA | 02/2021 | 03/2025 |
| Raymond James Financial Services Inc. | Emmaus | PA | 04/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Emmaus | PA | 04/2025 | Present |
(1)Name of Business: Evans Wealth Strategies Address: 1134 Pennsylvania Ave, Emmaus, PA, 18049-3514, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Help assist financial advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-26 |
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