DFX Intelligence

Data Factory

RIA / WealthAdvisor24 years in industry

MELISSA RENEE EVANS

Advisor at UNITED CAPITAL FINANCIAL ADVISORS

BRENTWOOD, 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:f2da82f2-ef81-5190-e86f-0018d863f00d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 1, 2020 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: UNITED CAPITAL FINANCIAL ADVISORS
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: May 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 17, 2002
First registration: Oct 1, 2020
Dual registered: no
Other names: MELISSA GRISSOM|MELISSA RENEE EVANS|MELISSA RENEE RYAN|MELISSA RYAN|MELISSA R EVANS|Melissa Renee Smith
IAPD individual key: 4483961

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
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Sep 19, 2024	n/a	yes	BRENTWOOD, TN	Current employment
SAGESPRING WEALTH PARTNERS	Independent wealth	Apr 6, 2022	Sep 26, 2024	no	FRANKLIN, TN	Previous registration
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Jan 12, 2021	Sep 26, 2022	no	WINCHESTER, TN	Previous registration
SAGESPRING WEALTH PARTNERS	Independent wealth	Oct 1, 2020	Jun 29, 2021	no	FRANKLIN, 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
SAGESPRING WEALTH PARTNERS	UNITED CAPITAL FINANCIAL ADVISORS	Sep 26, 2024	Sep 19, 2024	-7	Firm change	RIA to RIA
EUDAIMONIA PARTNERS, LLC	SAGESPRING WEALTH PARTNERS	Sep 26, 2022	Apr 6, 2022	-173	Firm change after gap	RIA to RIA
SAGESPRING WEALTH PARTNERS	EUDAIMONIA PARTNERS, LLC	Jun 29, 2021	Jan 12, 2021	-168	Firm change after gap	RIA to RIA

Relationships

Registered with (3)

→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: current employment
Sep 19, 2024 to presentfactForm ADV
→ SAGESPRING WEALTH PARTNERSRegistered adviserregistration: previous registration
Apr 6, 2022 to Sep 26, 2024factForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 12, 2021 to Sep 26, 2022factForm ADV

Dated events

Occurred
Sep 26, 2024
Advisor changed firm
Melissa Renee Evans left Sagespring Wealth Partners for United Capital Financial Advisors (registered 2024-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2022
Advisor changed firm
Melissa Renee Evans left Eudaimonia Partners, Llc for Sagespring Wealth Partners (registered 2022-04-06)
Form ADVobserved 4 days ago