DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy Paul Evans
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tim Evans
At current firm
5 y
since Dec 2, 2020
In the industry
41 y
since Dec 5, 1984 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Dec 2, 2020 · Marietta, Ga
- Avantax Advisory Services formerJun 15, 2016 to Dec 8, 2020 · Marietta, Ga
- Bison Wealth, LLC formerMay 15, 2014 to Aug 25, 2015 · Atlanta, Ga
- UBS Financial Services Inc. wirehouseJun 6, 2011 to May 20, 2014 · Atlanta, Ga
- Eagle Strategies LLC BD affiliatedAug 6, 2010 to May 25, 2011 · Johns Creek, Ga
- Seidman Private Advisors LLC formerFeb 10, 2009 to May 13, 2011 · Atlanta, Ga
- Synovus Securities, Inc. BD affiliatedAug 30, 2002 to Jan 2, 2009 · Atlanta, Ga
- Creative Financial Group Ltd unclassifiedMay 4, 1995 to Dec 18, 2008 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cambridge Investment Research Advisors, Inc.left Dec 8, 2020, registered Dec 2, 2020 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
- Bison Wealth, LLC to Avantax Advisory Servicesleft Aug 25, 2015, registered Jun 15, 2016 (295 days) · Other
- UBS Financial Services Inc. to Bison Wealth, LLCleft May 20, 2014, registered May 15, 2014 (-5 days) · Other
- Eagle Strategies LLC to UBS Financial Services Inc.left May 25, 2011, registered Jun 6, 2011 (12 days) · Other
- Seidman Private Advisors LLC to Eagle Strategies LLCleft May 13, 2011, registered Aug 6, 2010 (-280 days) · Other
- Synovus Securities, Inc. to Seidman Private Advisors LLCleft Jan 2, 2009, registered Feb 10, 2009 (39 days) · Other
- Creative Financial Group Ltd to Synovus Securities, Inc.left Dec 18, 2008, registered Aug 30, 2002 (-2302 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address