EVANS PHILLIP RICHARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. EVANS PHILLIP RICHARD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OXFORD FINANCIAL GROUP, LTD. LLC | ASSOCIATE DIRECTOR | CARMEL, IN |
| — | Form ADV | VALEO FINANCIAL ADVISORS, LLC | MEMBER | CARMEL, IN |
| — | Form ADV | JWEST LLC | CHIEF INVESTMENT OFFICER | CARMEL, IN |