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

STONE WEALTH STRATEGIES

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1979earliest registration or exam on IAPD

Years in industry

47derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 27, 2017

First registration

Jun 6, 2017

Dual registered

no

Other names

Jim Evans

IAPD individual key

6793785

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7c879f15-d0c0-eae3-457e-61cc4f7ff44b

First observed

Jun 6, 2017

Last observed

Sep 15, 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.