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Employer firm

Provenance Wealth Advisors CRD 126529

$4.44B regulatory AUM 80 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • PORTFOLIO CONSULTING SERVICES

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

Current Employers
Provenance Wealth Advisors

200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-12
  • FL RA
    APPROVED
    Since 2023-09-12

Branch Locations

200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • 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
Raymond James Financial Services/Provenance Wealth Advisors Fort Lauderdale FL 01/2022 04/2022
Rsm Us Llp Fort Lauderdale FL 10/2019 01/2022
Publix Supermarkets Inc. Oviedo FL 08/2013 10/2019
University Of Central Florida Orlando FL 05/2018 06/2019
Rsm Us Llp Fort Lauderdale FL 12/2017 03/2018
Qualityhub Inc. Orlando FL 06/2017 08/2017
University Of Central Florida Orlando FL 06/2014 06/2019
Provenance Wealth Advisors Fort Lauderdale FL 01/2022 Present
Raymond James Financial Services, Inc. Fort Lauderdale FL 04/2022 08/2023
Raymond James Financial Services Advisors, Inc. Fort Lauderdale FL 08/2022 08/2023
Pwa Securities, Llc Ft. Lauderdale FL 08/2023 Present
  • 01/2022 → 04/2022
    Raymond James Financial Services/Provenance Wealth Advisors
    Fort Lauderdale, FL
  • 10/2019 → 01/2022
    Rsm Us Llp
    Fort Lauderdale, FL
  • 08/2013 → 10/2019
    Publix Supermarkets Inc.
    Oviedo, FL
  • 05/2018 → 06/2019
    University Of Central Florida
    Orlando, FL
  • 12/2017 → 03/2018
    Rsm Us Llp
    Fort Lauderdale, FL
  • 06/2017 → 08/2017
    Qualityhub Inc.
    Orlando, FL
  • 06/2014 → 06/2019
    University Of Central Florida
    Orlando, FL
  • 01/2022 → Present
    Fort Lauderdale, FL
  • 04/2022 → 08/2023
    Raymond James Financial Services, Inc.
    Fort Lauderdale, FL
  • 08/2022 → 08/2023
    Fort Lauderdale, FL
  • 08/2023 → Present
    Pwa Securities, Llc
    Ft. Lauderdale, FL
Previous Registrations
Other Businesses

(1)Name of Business: Provenance Wealth Advisors Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301-4267, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisory

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
  • S66 Uniform Combined State Law Examination
    2022-07-12
Other Names
  • Evan Dunayer
  • Evan Scott Dunayer

View on SEC IAPD

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