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Sara Stainback Cortes

Evermay Wealth Management, LLC

Bethesda, MD

Arlington, VA

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Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-09
TX RA APPROVED 2026-03-09
VA RA APPROVED 2026-03-09
  • MD RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-09
  • VA RA
    APPROVED
    Since 2026-03-09

Branch Locations

Bethesda, MD • United States

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • 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
Evermay Wealth Management, Llc Arlington VA 03/2026 Present
Cfp Board Washington DC 06/2023 01/2026
Us Securities And Exchange Commission Washington DC 12/2009 06/2023
  • 03/2026 → Present
    Evermay Wealth Management, Llc
    Arlington, VA
  • 06/2023 → 01/2026
    Cfp Board
    Washington, DC
  • 12/2009 → 06/2023
    Us Securities And Exchange Commission
    Washington, DC
Designations
Other Names
  • Sara Lynn Stainback

View on SEC IAPD

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