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Dylan James Evans

Ae Wealth Management, LLC

Santa Rosa, CA

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-23
TX RA APPROVED 2021-04-23
  • CA RA
    APPROVED
    Since 2021-04-23
  • TX RA
    APPROVED
    Since 2021-04-23

Branch Locations

4849 Old Redwood Hwy, Santa Rosa, CA 95403 • 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
Penn State University State College PA 08/2016 05/2020
Korbin Financial Services Santa Rosa CA 05/2018 08/2018
Speedway, Llc San Diego CA 06/2019 08/2019
Kobrin Financial Services Santa Rosa CA 09/2020 Present
Ae Wealth Management, Llc Topeka KS 04/2021 Present
Maya Cama Santa Rosa CA 04/2016 08/2017
Unemployed Santa Rosa CA 05/2020 09/2020
Home Owners Association Santa Rosa CA 01/2022 Present
Reliant Publishing Services San Pedro CA 09/2020 Present
  • 08/2016 → 05/2020
    Penn State University
    State College, PA
  • 05/2018 → 08/2018
    Korbin Financial Services
    Santa Rosa, CA
  • 06/2019 → 08/2019
    Speedway, Llc
    San Diego, CA
  • 09/2020 → Present
    Kobrin Financial Services
    Santa Rosa, CA
  • 04/2021 → Present
    Topeka, KS
  • 04/2016 → 08/2017
    Maya Cama
    Santa Rosa, CA
  • 05/2020 → 09/2020
    Unemployed
    Santa Rosa, CA
  • 01/2022 → Present
    Home Owners Association
    Santa Rosa, CA
  • 09/2020 → Present
    Reliant Publishing Services
    San Pedro, CA
Other Businesses

1.) KOBRIN FINANCIAL SERVICES, INC; YES INVESTMENT RELATED; 4849 OLD REDWOOD HWY, SANTA ROSA, CA 95403; INSURANCE SALES; DIRECTOR; START DATE 09/2020; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)GUAYAKI POSITION: Community Collaborator NATURE: They are a beverage distributor. They make a healthy alternative to energy drinks. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2019 ADDRESS: 6782 Sebastopol Ave, Sebastopol CA 95472, United States DESCRIPTION: Share beverages at social functions, events etc. This relationship is completely separate from anything business related at Guayaki. 3.) Reliant Publishing Services; Not Investment Related; 414 West 7th St, San Pedro, CA 90731; Referrals for estate planning services; Independent Agent Liaison; Start Date: 09/2020; Approx 8 hrs/month; Approx 3 hrs/month during trading; Assist with providing applications and referrals for estate planning services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-23
  • S65 Uniform Investment Adviser Law Examination
    2021-02-23
Other Names
  • Dylan James Evan

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