# STEPHEN DALE EVANS

STEPHEN DALE EVANS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with PORTFOLIO MEDICS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTFOLIO MEDICS, LLC](https://search.stillhousedata.com/firm/145958) | 2022-04-20 | present | Yes |
| [JANNEY MONTGOMERY SCOTT LLC](https://search.stillhousedata.com/firm/463) | 2018-05-18 | 2021-12-09 | — |
| [AVONDALE PARTNERS, LLC](https://search.stillhousedata.com/firm/46838) | 2017-05-09 | 2018-05-15 | — |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2013-04-25 | 2017-01-23 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2009-03-09 | 2013-04-15 | — |
| [CAPSOUTH WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/132517) | 2008-09-17 | 2009-02-20 | — |
| [LANARK FINANCIAL, INC.](https://search.stillhousedata.com/firm/17870) | 2006-09-29 | 2006-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4807251)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4807251.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.