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Jeffrey Daniel Evans

Greenwich Advisors, LLC

Greenwich, CT

Irvine, CA

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Current Employers
Greenwich Advisors, Llc

112 Mason Street, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-10-22
CT RA APPROVED 2018-02-07
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-10-22
  • CT RA
    APPROVED
    Since 2018-02-07

Branch Locations

112 Mason Street, Greenwich, CT 06830 • United States

5151 California Avenue Suite 100, Irvine, CA 92617 • 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
Coventure, Llc New York NY 07/2014 05/2021
Greenwich Advisors Llc Greenwich CT 12/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-01
S63 Uniform Securities Agent State Law Examination 1986-02-10
  • S65 Uniform Investment Adviser Law Examination
    2019-07-01
  • S63 Uniform Securities Agent State Law Examination
    1986-02-10

View on SEC IAPD

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