Evan Haire

$30.3B regulatory AUM

Reported services (Item 5G)

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

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-02-15
NC	RA	APPROVED	2021-02-17

Branch Locations

2000 Randolph Road, Charlotte, NC 28207 • United States

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

Organization	City	State	From	To
Merrill Lynch,Pierce, Fenner & Smith, Incorporated	Charlotte	NC	08/2017	04/2018
Savannah Christian Preparatory School	Savannah	GA	08/2016	08/2017
Western & Southern Life	Concord	NC	09/2018	02/2019
W&S Brokerage Services, Inc.	Concord	NC	10/2018	02/2019
Sewanee Univeristy Of The South	Sewanee	TN	08/2011	09/2016
Wine Room @ Afton Village	Concord	NC	04/2018	09/2018
Mass Mutual Life Insurance Co	Charlotte	NC	03/2019	12/2020
Mml Investors Services, Llc	Charlotte	NC	03/2019	12/2020
Pnc Investments	Charlotte	NC	02/2021	Present

08/2017 → 04/2018

Merrill Lynch,Pierce, Fenner & Smith, Incorporated

Charlotte, NC
08/2016 → 08/2017

Savannah Christian Preparatory School

Savannah, GA
09/2018 → 02/2019

Western & Southern Life

Concord, NC
10/2018 → 02/2019

W&S Brokerage Services, Inc.

Concord, NC
08/2011 → 09/2016

Sewanee Univeristy Of The South

Sewanee, TN
04/2018 → 09/2018

Wine Room @ Afton Village

Concord, NC
03/2019 → 12/2020

Mass Mutual Life Insurance Co

Charlotte, NC
03/2019 → 12/2020

Mml Investors Services, Llc

Charlotte, NC
02/2021 → Present

Pnc Investments

Charlotte, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-30
S63	Uniform Securities Agent State Law Examination	2018-10-18