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
John Luke Evangelista
Certified Financial Planner
Feed of 09/14/2026
At current firm
10 y
since May 3, 2016
In the industry
31 y
since Apr 21, 1995 (earliest exam, job or registration)
Prior registered firms
2
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
- Cg Advisory Services independent RIA currentsince May 3, 2016 · Ann Arbor, Mi
- Executive Wealth Management, LLC formerOct 29, 2010 to Apr 29, 2016 · Brighton, Mi
- Invest Financial Corporation formerMay 27, 2010 to May 3, 2016 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- Invest Financial Corporation to Executive Wealth Management, LLCleft May 3, 2016, registered Oct 29, 2010 (-2013 days) · Other
- Executive Wealth Management, LLC to Cg Advisory Servicesleft Apr 29, 2016, registered May 3, 2016 (4 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address