Evan Cole

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-05
CA	RA	APPROVED	2025-06-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	09/2022	04/2025
The Hartford	Scottsdale	AZ	03/2018	09/2022
Home Depot	Tempe	AZ	10/2017	03/2018
Michigan Medicine	Ann Arbor	MI	10/2015	09/2017
Washtenaw Community College	Ann Arbor	MI	08/2013	08/2017
Grand Canyon University	Phoenix	AZ	06/2017	10/2019
Grand Canyon University	Phoenix	AZ	05/2021	03/2023
Express Scripts Pharmacy	Tempe	AZ	10/2017	10/2017
Bank Of America, N.A.	Chandler	AZ	06/2024	04/2025
Fidelity Investments	San Francisco	CA	04/2025	Present
Terra Staffing	Everett	WA	08/2022	08/2022

09/2022 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
03/2018 → 09/2022

The Hartford

Scottsdale, AZ
10/2017 → 03/2018

Home Depot

Tempe, AZ
10/2015 → 09/2017

Michigan Medicine

Ann Arbor, MI
08/2013 → 08/2017

Washtenaw Community College

Ann Arbor, MI
06/2017 → 10/2019

Grand Canyon University

Phoenix, AZ
05/2021 → 03/2023

Grand Canyon University

Phoenix, AZ
10/2017 → 10/2017

Express Scripts Pharmacy

Tempe, AZ
06/2024 → 04/2025

Bank Of America, N.A.

Chandler, AZ
04/2025 → Present

Fidelity Investments

San Francisco, CA
08/2022 → 08/2022

Terra Staffing

Everett, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-31

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