David Anthony Mcevoy

Current Employers

Johnson Wealth Inc.

555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2017-08-29

WI RA
APPROVED

Since 2017-08-29

Branch Locations

10 East Doty Street Suite 320, Madison, WI 53703 • 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
Johnson Bank	Madison	WI	11/2013	Present
Johnson Wealth Inc.	Madison	WI	10/2016	Present

11/2013 → Present

Johnson Bank

Madison, WI
10/2016 → Present

Johnson Wealth Inc.

Madison, WI

Other Businesses

Johnson Bank; investment-related affiliate; 10 East Doty Street, Madison, WI; wealth management, trust services, banking, loans; VP Wealth Portfolio Manager; November 2013; full-time portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-29
S63	Uniform Securities Agent State Law Examination	2001-05-16

S65 Uniform Investment Adviser Law Examination

2017-08-29
S63 Uniform Securities Agent State Law Examination

2001-05-16

Other Names

David A Mcevoy

View on SEC IAPD

Current Employers

Johnson Wealth Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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