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RIA / WealthAdvisorCertified Financial Planner16 years in industry

MARY M EVANS

Advisor at PINNEY & SCOFIELD, INC.

QUINCY, MA | CAMBRIDGE, MA

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Search this name across graphsid dfx:ria:14146aaa-cea3-00d5-b7f0-1d882b67c652

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINNEY & SCOFIELD, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 23, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Apr 23, 2010
Dual registered: no
Other names: MARY MARGARET EVANS
IAPD individual key: 5779647

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINNEY & SCOFIELD, INC.	Independent wealth	Nov 13, 2019	n/a	yes	CAMBRIDGE, MA\|QUINCY, MA	Current employment
TFC FINANCIAL MANAGEMENT INC	Independent wealth	Mar 10, 2014	Jun 29, 2018	no	BOSTON, MA	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 6, 2011	Apr 25, 2011	no	WESTWOOD, NJ	Previous registration
BACK BAY FINANCIAL GROUP, INC.	n/a	Apr 23, 2010	Dec 31, 2010	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TFC FINANCIAL MANAGEMENT INC	PINNEY & SCOFIELD, INC.	Jun 29, 2018	Nov 13, 2019	502	Firm change after gap	RIA to RIA
MODERA WEALTH MANAGEMENT, LLC	TFC FINANCIAL MANAGEMENT INC	Apr 25, 2011	Mar 10, 2014	1,050	Firm change after gap	Other
BACK BAY FINANCIAL GROUP, INC.	MODERA WEALTH MANAGEMENT, LLC	Dec 31, 2010	Jan 6, 2011	6	Firm change	Other

Relationships

Registered with (4)

→ PINNEY & SCOFIELD, INC.Registered adviserregistration: current employment
Nov 13, 2019 to presentfactForm ADV
→ TFC FINANCIAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 10, 2014 to Jun 29, 2018factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2011 to Apr 25, 2011factForm ADV
→ BACK BAY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 23, 2010 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.