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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| IN | RA | APPROVED | 2023-08-04 |
Branch Locations
170 Airport Pkwy Suite B, Greenwood, IN 46143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elements Financial Credit Union | Indianapolis | IN | 07/2019 | 08/2023 |
| United States Navy | Tampa | FL | 05/2012 | 06/2019 |
| Lpl Financial Llc | Indianapolis | IN | 07/2019 | 08/2023 |
| Osaic Wealth, Inc | Carmel | IN | 08/2023 | Present |
1. JACK EVANS AND ASSOCIATES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 32 START DATE: 06/23/2023 ADDRESS: 170 Airport Pkwy, Suite B, Greenwood IN 46143, United States DESCRIPTION: Financial planning and asset management for clients who are under fee based platforms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
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