Wendy Lynn Evans

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2009-08-12

FL RA
APPROVED

Since 2009-08-12

Branch Locations

6237 Presidential Court Suite 130, Fort Myers, FL 33919 • 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
Raymond James Financial Services	Fort Myers	FL	11/1996	Present
Raymond James Financial Services	Fort Myers	FL	05/2006	Present
Raymond James Financial Services Advisors, Inc.	Fort Myers	FL	01/2010	Present
Custom Financial Services, Inc.	Fort Myers	FL	11/1996	06/2020

11/1996 → Present

Raymond James Financial Services

Fort Myers, FL
05/2006 → Present

Raymond James Financial Services

Fort Myers, FL
01/2010 → Present

Raymond James Financial Services Advisors, Inc.

Fort Myers, FL
11/1996 → 06/2020

Custom Financial Services, Inc.

Fort Myers, FL

Other Businesses

(1)Name of Business: Individualized Investment Solutions, Inc. Address: 6225 Presidential Ct Ste 110, Fort Myers, FL, 33919, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: Yes Start Date: 05/19/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/President - this is my support company. RJ payroll flows from my personal account to my business account.\nI also receive W-2 income from IIS. The company is not held out to the public/clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-10-20

S66 Uniform Combined State Law Examination

2006-10-20

Other Names

Wendy Lynn Tiedeman
Wendy Lynn Vaughn

View on SEC IAPD