ES

Evangeline Stratis

IAR
PR
evangeline caldwell,evangeline smith
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Evangeline Stratis, who also goes by Evangeline Caldwell, Evangeline Smith, is a registered financial advisor at BISON WEALTH, LLC located in Riverview, Florida.

Evangeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Evangeline has worked at 14 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.

Advisor Information

ADVISOR PROFILE
Other Business
11/2001 Independent Licensed insurance Agent; Investment Related; Florida; Life, health, Variable
Run a background check on this advisor normally 100 dollars for free
CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (1)
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IAR
Florida (2/3/2023)
SRO REGISTRATIONS (0)

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYER
RIA
BISON WEALTH, LLC (#165931)
Riverview, FL
2/3/2023 - Current
PREVIOUS EMPLOYERS (22)
RIA
THE PACIFIC FINANCIAL GROUP, INC. (#105203)
5/9/2021 - 12/31/2022
Riverview, FL
RIA
INDEPENDENT FINANCIAL PARTNERS (#125112)
6/24/2019 - 4/14/2021
Riverview, FL
BD
IFP SECURITIES, LLC (#297287)
5/22/2019 - 4/15/2021
Tampa, FL
RIA
IHT WEALTH MANAGEMENT LLC (#171481)
2/27/2019 - 5/23/2019
St. Petersburg, FL
RIA
INDEPENDENT FINANCIAL PARTNERS (#125112)
8/6/2013 - 12/24/2018
Tampa, FL
RIA
LPL FINANCIAL LLC (#6413)
4/11/2012 - 7/15/2013
St. Petersburg, FL
BD
LPL FINANCIAL LLC (#6413)
8/26/2011 - 6/6/2019
St. Petersburg, FL
RIA
ANDERSON & STRUDWICK, INCORPORATED (#48)
4/21/2010 - 7/28/2011
Tampa, FL
BD
ANDERSON & STRUDWICK, INCORPORATED (#48)
4/12/2010 - 7/28/2011
Tampa, FL
BD
J.P. TURNER & COMPANY, L.L.C. (#43177)
3/31/2010 - 4/15/2010
Tampa, FL
RIA
GUNNALLEN FINANCIAL, INC (#17609)
5/15/2006 - 3/31/2010
Tampa, FL
BD
GUNNALLEN FINANCIAL, INC (#17609)
5/12/2006 - 3/31/2010
Tampa, FL
BD
QA3 FINANCIAL CORP. (#14754)
10/25/2005 - 6/8/2006
St Petersburg, FL
RIA
GUNNALLEN FINANCIAL, INC (#17609)
11/4/2004 - 9/30/2005
Tampa, FL
BD
GUNNALLEN FINANCIAL, INC (#17609)
11/1/2004 - 9/30/2005
Tampa, FL
RIA
INVEST FINANCIAL CORPORATION (#12984)
2/26/2003 - 10/26/2004
Tampa, FL
BD
INVEST FINANCIAL CORPORATION (#12984)
2/6/2003 - 10/26/2004
Appleton, WI
RIA
CHASE INVESTMENT SERVICES CORP. (#25574)
10/31/2002 - 1/13/2003
Tampa, FL
BD
CHASE INVESTMENT SERVICES CORP. (#25574)
10/31/2002 - 1/13/2003
Chicago, IL
RIA
VALIC FINANCIAL ADVISORS, INC. (#42803)
1/14/2002 - 10/18/2002
Tampa, FL
BD
VALIC FINANCIAL ADVISORS, INC. (#42803)
1/14/2002 - 10/18/2002
Houston, TX
BD
T. ROWE PRICE INVESTMENT SERVICES, INC. (#8348)
9/25/2000 - 1/16/2002
Baltimore, MD
ES
Claim Profile

Evangeline Stratis

IAR
PR
Experience: 23 years / 14 firms
CRD#: 4220133


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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