Evan Alexander Kulak

Current Employers

Polaris Financial, Llc

Wellesley, MA • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-08-09
TX	RA	APPROVED_RES	2019-07-01
MA	RA	APPROVED	2016-08-29

IL RA
APPROVED

Since 2021-08-09
TX RA
APPROVED_RES

Since 2019-07-01
MA RA
APPROVED

Since 2016-08-29

Branch Locations

Wellesley, MA • 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

Organization	City	State	From	To
Polaris Portfolios, Llc	Wellesley	MA	09/2015	02/2021
Douugh Wealth, Llc	Chicago	IL	12/2020	Present
Douugh Wealth, Llc	Chicago	IL	02/2021	Present
Polaris Portfolios, Llc	Wellesley	MA	02/2021	Present

09/2015 → 02/2021

Polaris Portfolios, Llc

Wellesley, MA
12/2020 → Present

Douugh Wealth, Llc

Chicago, IL
02/2021 → Present

Douugh Wealth, Llc

Chicago, IL
02/2021 → Present

Polaris Portfolios, Llc

Wellesley, MA

Previous Registrations

2021-03-31 → 2023-03-30

Douugh Wealth

Chicago, IL

Other Businesses

Polaris Portfolios, LLC; Investment Related; Chicago IL; Investment Adviser Firm; Title: Principal/Wealth Advsior; Start date 9/2015; Approximate number of hours per month: 160; Approximate hours during trading hours: 5: Duties include financial advisory services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-26

S65 Uniform Investment Adviser Law Examination

2016-08-26

View on SEC IAPD