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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

EVAN TAI PAN

Advisor at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

NEWPORT BEACH, CA | Pasadena, CA

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:93771cdf-8807-9498-0701-aec8e3c5d7df

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Jun 16, 2015 to Sep 19, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Evan Pan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TAX EFFICIENT ASSET MANAGEMENT SOLUTION, 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: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jun 16, 2015
Dual registered: no
Other names: VAN TAI PHAN|EVAN PAN
IAPD individual key: 6507893

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
PAN GLOBAL ADVISERS, LLC	Asset manager	Nov 19, 2025	n/a	yes	NEWPORT BEACH, CA	Current employment
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.	Independent wealth	Nov 19, 2025	n/a	yes	NEWPORT BEACH, CA\|Pasadena, CA	Current employment
VISIONQUEST ADVISORS, LLC	n/a	Mar 2, 2022	Nov 10, 2022	no	CONCORD, NC\|Costa Mesa, CA	Previous registration
FULLER INVESTMENT MANAGEMENT COMPANY	Mixed wealth	Jun 16, 2015	Jul 10, 2018	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
VISIONQUEST ADVISORS, LLC	TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.	Nov 10, 2022	Nov 19, 2025	1,105	Firm change after gap	Other
FULLER INVESTMENT MANAGEMENT COMPANY	VISIONQUEST ADVISORS, LLC	Jul 10, 2018	Mar 2, 2022	1,331	Firm change after gap	Other

Relationships

Registered with (4)

→ TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ PAN GLOBAL ADVISERS, LLCRegistered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ VISIONQUEST ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 2, 2022 to Nov 10, 2022factForm ADV
→ FULLER INVESTMENT MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jun 16, 2015 to Jul 10, 2018factForm ADV

Dated events

Occurred
Nov 10, 2022
Advisor changed firm
Evan Tai Pan left Visionquest Advisors, Llc for Tax Efficient Asset Management Solution, Inc. (registered 2025-11-19)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93771cdf-8807-9498-0701-aec8e3c5d7df
First observed: Jun 16, 2015
Last observed: Sep 19, 2026 2 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.

EVAN TAI PAN

Advisor at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

NEWPORT BEACH, CA | Pasadena, CA

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:93771cdf-8807-9498-0701-aec8e3c5d7df

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PAN GLOBAL ADVISERS, LLC

Asset manager

Nov 19, 2025

n/a

yes

NEWPORT BEACH, CA

Current employment

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Independent wealth

Nov 19, 2025

n/a

yes

NEWPORT BEACH, CA|Pasadena, CA

Current employment

VISIONQUEST ADVISORS, LLC

n/a

Mar 2, 2022

Nov 10, 2022

CONCORD, NC|Costa Mesa, CA

Previous registration

FULLER INVESTMENT MANAGEMENT COMPANY

Mixed wealth

Jun 16, 2015

Jul 10, 2018

PASADENA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VISIONQUEST ADVISORS, LLC

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Nov 10, 2022

Nov 19, 2025

1,105

Firm change after gap

Other

FULLER INVESTMENT MANAGEMENT COMPANY

VISIONQUEST ADVISORS, LLC

Jul 10, 2018

Mar 2, 2022

1,331

Firm change after gap

Other