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Daniel Evans

Bogart Wealth, LLC

The Woodlands, TX

Mclean, VA

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Current Employers
Bogart Wealth, Llc

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-21
  • TX RA
    APPROVED
    Since 2022-10-21

Branch Locations

1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380 • United States

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • 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
Wells Fargo Advisors Llc The Woodlands TX 12/2015 11/2016
Wells Fargo Clearing Services, Llc The Woodlands TX 11/2016 10/2022
Bogart Wealth, Llc The Woodlands TX 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-25
  • S66 Uniform Combined State Law Examination
    2014-07-25
Designations
Other Names
  • Daniel M. Evans
  • Daniel Mark Evans

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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