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

EVOLVE PRIVATE WEALTH, LLC

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

Oct 23, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 23, 2014

First registration

Oct 27, 2014

Dual registered

no

Other names

Brett Cohen|Brett Alexander Cohen

IAPD individual key

5944399

• Occurred

  Feb 19, 2026
  Advisor changed firm

  Brett A Cohen left Morgan Stanley for Evolve Private Wealth, Llc (registered 2026-02-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:736ef344-41b2-3c82-3e93-271ca7083ddc

First observed

Oct 27, 2014

Last observed

Sep 14, 2026 5 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.