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
Cheryl Ann Evans
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Cheryl R Evans
At current firm
15 y
since Oct 13, 2010
In the industry
38 y
since Apr 4, 1988 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
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
- Oneamerica Securities, Inc. BD affiliated currentsince Oct 13, 2010 · Columbus, Oh
- Msi Financial Services, Inc. formerDec 10, 2002 to Mar 9, 2009 · Dublin, Oh
Moves
a registration end followed by a registration begin elsewhere
- Msi Financial Services, Inc. to Oneamerica Securities, Inc.left Mar 9, 2009, registered Oct 13, 2010 (583 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address