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Current Employers
Evolution Wealth Management Inc.

12487 Brantley Commons Court, Fort Myers, FL 33907 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-14
  • FL RA
    APPROVED
    Since 2025-11-14

Branch Locations

12487 Brantley Commons Court, Fort Myers, FL 33907 • 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
Evolution Wealth Management Fort Myers FL 06/2025 Present
Not Employed Not Employed FL 08/2024 05/2025
Evolution Wealth Management Fort Myers FL 06/2024 07/2024
Bonefish Grill Orlando FL 05/2023 08/2023
Not Employed Not Employed FL 09/2023 05/2024
Bonefish Grill Orlando FL 05/2022 08/2022
Not Employed Not Employed FL 09/2022 04/2023
Boston Market Orlando FL 07/2019 02/2020
Not Employed Not Employed FL 03/2020 04/2022
Not Employed Not Employed FL 11/2015 06/2019
  • 06/2025 → Present
    Evolution Wealth Management
    Fort Myers, FL
  • 08/2024 → 05/2025
    Not Employed
    Not Employed, FL
  • 06/2024 → 07/2024
    Evolution Wealth Management
    Fort Myers, FL
  • 05/2023 → 08/2023
    Bonefish Grill
    Orlando, FL
  • 09/2023 → 05/2024
    Not Employed
    Not Employed, FL
  • 05/2022 → 08/2022
    Bonefish Grill
    Orlando, FL
  • 09/2022 → 04/2023
    Not Employed
    Not Employed, FL
  • 07/2019 → 02/2020
    Boston Market
    Orlando, FL
  • 03/2020 → 04/2022
    Not Employed
    Not Employed, FL
  • 11/2015 → 06/2019
    Not Employed
    Not Employed, FL
Other Businesses

Name of the other business: Evolution Retirement Services. Investment-related. Address: 12487 Brantley Commons Ct., Fort Myers, FL 33907. Nature of the other business: Insurance Sales. Position, title, or relationship with the other business: Insurance Agent. Start date of your relationship: June, 2025. Approximate number of hours/month devoted to the other business: 6. Number of hours devoted to the other business during securities trading hours: 6. Duties relating to the other business: Annuity and Life insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-07
  • S65 Uniform Investment Adviser Law Examination
    2025-10-07

View on SEC IAPD

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