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RIA / WealthAdvisorCertified Financial Planner19 years in industry

EVAN DAVID LOOMIS

Advisor at LEVEL FINANCIAL ADVISORS, INC.

Hemet, CA

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Search this name across graphsid dfx:ria:42cfbacb-9254-dafc-3d4c-39351ba51c6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 15, 2007 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: LEVEL FINANCIAL ADVISORS, 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: May 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S66
First exam: May 14, 2007
First registration: May 15, 2007
Dual registered: no
IAPD individual key: 5279085

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
LEVEL FINANCIAL ADVISORS, INC.	Independent wealth	Apr 16, 2025	n/a	yes	Hemet, CA	Current employment
LOOMIS FINANCIAL CONSULTING	n/a	Nov 15, 2017	Sep 13, 2025	no	Glendora, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Jun 13, 2013	no	PASADENA, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 15, 2007	Oct 23, 2009	no	PASADENA, CA	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
LOOMIS FINANCIAL CONSULTING	LEVEL FINANCIAL ADVISORS, INC.	Sep 13, 2025	Apr 16, 2025	-150	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LOOMIS FINANCIAL CONSULTING	Jun 13, 2013	Nov 15, 2017	1,616	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ LEVEL FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
Apr 16, 2025 to presentfactForm ADV
→ LOOMIS FINANCIAL CONSULTINGRegistered adviserregistration: previous registration
Nov 15, 2017 to Sep 13, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Jun 13, 2013factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 15, 2007 to Oct 23, 2009factForm ADV

Dated events

Occurred
Sep 13, 2025
Advisor changed firm
Evan David Loomis left Loomis Financial Consulting for Level Financial Advisors, Inc. (registered 2025-04-16)
Form ADVobserved 5 days ago