DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner42 years in industry

JAMES HARRAL PLACE

Advisor at EVERGREEN ADVISORS, LLC

CHATTANOOGA, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8022700b-21be-3784-4d48-d20378718cd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2004 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: EVERGREEN ADVISORS, 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: Nov 7, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 7, 1983
First registration: Mar 29, 2004
Dual registered: no
Other names: JIM PLACE
IAPD individual key: 1209703

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
EVERGREEN ADVISORS, LLC	Independent wealth	Apr 18, 2016	n/a	yes	CHATTANOOGA, TN	Current employment
HHM WEALTH ADVISORS, LLC	n/a	Jul 5, 2006	Dec 16, 2009	no	CHATTANOOGA, TN	Previous registration
EVERGREEN MANAGEMENT INC	n/a	May 24, 2004	Feb 18, 2005	no	CHATTANOOGA, TN	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Mar 29, 2004	Jun 30, 2006	no	CHATTANOOGA, TN\|CHATTANOOGA, TN	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
HHM WEALTH ADVISORS, LLC	EVERGREEN ADVISORS, LLC	Dec 16, 2009	Apr 18, 2016	2,315	Firm change after gap	Other
M HOLDINGS SECURITIES, INC.	EVERGREEN MANAGEMENT INC	Jun 30, 2006	May 24, 2004	-767	Firm change after gap	Other
EVERGREEN MANAGEMENT INC	HHM WEALTH ADVISORS, LLC	Feb 18, 2005	Jul 5, 2006	502	Firm change after gap	Other

Relationships

Registered with (4)

→ EVERGREEN ADVISORS, LLCRegistered adviserregistration: current employment
Apr 18, 2016 to presentfactForm ADV
→ HHM WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 5, 2006 to Dec 16, 2009factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 29, 2004 to Jun 30, 2006factForm ADV
→ EVERGREEN MANAGEMENT INCRegistered adviserregistration: previous registration
May 24, 2004 to Feb 18, 2005factForm ADV

Dated events

No dated event names this entity yet.