Nicole Joy Evans

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-15
NY	RA	APPROVED	2025-09-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	12/2021	08/2025
Post Office Cafe - Lessings, Inc.	Babylon	NY	04/2019	06/2021
Tgi Fridays	Levittown	NY	12/2017	03/2019
Applebees Neighborhood Grill & Bar - Doherty Enterprises, Inc.	Bellmore	NY	09/2012	10/2017
Molloy College	Rockville Center	NY	01/2014	05/2017
Farmingdale State College	Farmingdale	NY	08/2018	12/2021
Morgan Stanley	Melville	NY	08/2025	Present

12/2021 → 08/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
04/2019 → 06/2021

Post Office Cafe - Lessings, Inc.

Babylon, NY
12/2017 → 03/2019

Tgi Fridays

Levittown, NY
09/2012 → 10/2017

Applebees Neighborhood Grill & Bar - Doherty Enterprises, Inc.

Bellmore, NY
01/2014 → 05/2017

Molloy College

Rockville Center, NY
08/2018 → 12/2021

Farmingdale State College

Farmingdale, NY
08/2025 → Present

Morgan Stanley

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-14