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

EVERGREEN INVESTMENT MANAGEMENT LLC

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

Aug 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

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 25, 2024

First registration

Feb 2, 2024

Dual registered

no

Other names

Ethan Sun

IAPD individual key

7828189

• Occurred

  Aug 20, 2025
  Advisor changed firm

  Yi Sun left Edward Jones for Evergreen Investment Management Llc (registered 2026-05-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9955de7-fb31-b6f1-c6c4-b824fdbdde60

First observed

Feb 2, 2024

Last observed

Sep 14, 2026 6 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.