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.

Current firm

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

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

Dec 28, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65

First exam

Dec 28, 2005

First registration

Apr 27, 2006

Dual registered

no

IAPD individual key

5126928

• Occurred

  Apr 23, 2026
  Advisor changed firm

  David Bell Sherwood left Evanson Asset Management, Llc for Evanson Financial, Llc Dba Evanson Asset Management (registered 2026-04-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:641e591d-2f54-ed47-7a61-4325e19940af

First observed

Apr 27, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.