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Advisor at EVERGREEN WEALTH SERVICES
MOORESVILLE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EVERGREEN WEALTH SERVICES | State registered | Mar 11, 2020 | n/a | yes | MOORESVILLE, NC | Current employment |
| SAGEVEST WEALTH MANAGEMENT | Independent wealth | Apr 22, 2010 | Jan 26, 2020 | no | MCLEAN, VA | Previous registration |
| AFA ADVISOR SERVICES LLC | n/a | Dec 7, 2007 | Jul 15, 2008 | no | BURBANK, CA|CALABASAS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEVEST WEALTH MANAGEMENT | EVERGREEN WEALTH SERVICES | Jan 26, 2020 | Mar 11, 2020 | 45 | Firm change | RIA to state RIA |
| AFA ADVISOR SERVICES LLC | SAGEVEST WEALTH MANAGEMENT | Jul 15, 2008 | Apr 22, 2010 | 646 | Firm change after gap | Other |