Peter J. Henry

EVOLVE WEALTH ADVISORS LP

SCOTTSDALE, AZ 85258

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CRD#: 4845126

Professional summary

Peter John Henry is a registered financial advisor currently at EVOLVE WEALTH ADVISORS LP located in Scottsdale, Arizona.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Peter has worked at 10 firms and has passed the Series 65, Series 63 and Series 37 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter John Henry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2021 - Present

EVOLVE WEALTH ADVISORS LP

Office #1: 7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

RIA

CRD#: 316038

SCOTTSDALE, AZ

Past

August 28, 2020 - October 19, 2021

VERSANT CAPITAL MANAGEMENT, INC.

RIA

CRD#: 131692

Scottsdale, AZ

Past

August 10, 2020 - September 1, 2021

CARDINAL POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 151579

Scottsdale, AZ

Past

August 10, 2020 - September 1, 2021

CARDINAL POINT WEALTH MANAGEMENT

RIA

CRD#: 140619

Irvine, CA

Past

September 6, 2017 - January 31, 2020

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

March 29, 2016 - October 17, 2016

CHURCHILL MANAGEMENT GROUP

RIA

CRD#: 109651

San Marino, CA

Past

October 7, 2015 - March 15, 2016

HOLLY STREET WEALTH ADVISORS

RIA

CRD#: 167343

PASADENA, CA

Past

June 28, 2011 - June 20, 2012

PLATFORM ADVISORS, LLC

RIA

CRD#: 152997

STUDIO CITY, CA

Past

April 28, 2006 - September 4, 2008

CANACCORD GENUITY LLC

CRD#: 1020

CALGARY,

Past

December 7, 2004 - July 28, 2008

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

CRD#: 7449

CALGARY,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/23/2022)

IAR

California
(8/30/2021)

IAR

Idaho
(6/11/2025)

IAR

Texas
(3/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 37

Date: 12/6/2004

Canada Module of the General Securities Registered Representative (With Options Questions)

Current Firm

EVOLVE WEALTH ADVISORS LP

CRD#: 316038 / SEC#: 801-122190

RIA

Registered Investment Advisory firm - (8/5/2022 Terminated)

Arizona

Registered Investment Advisory firm - (4/21/2022 Approved)

California

Registered Investment Advisory firm - (7/5/2022 Approved)

Idaho

Registered Investment Advisory firm - (6/11/2025 Approved)

Illinois

Registered Investment Advisory firm - (6/3/2022 Approved)

Oregon

Registered Investment Advisory firm - (11/19/2022 Approved)

Texas

Registered Investment Advisory firm - (1/11/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

Mailing Address

Phone number

(602) 805-5683

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 51,521,648

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter J. Henry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter John Henry's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERSANT CAPITAL MANAGEMENT, INC.

CARDINAL POINT WEALTH MANAGEMENT, LLC

CARDINAL POINT WEALTH MANAGEMENT

KEATS, CONNELLY & ASSOCIATES, INC

CHURCHILL MANAGEMENT GROUP

HOLLY STREET WEALTH ADVISORS

PLATFORM ADVISORS, LLC

CANACCORD GENUITY LLC

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2015

Series 63

Date: 9/10/2004

Series 37

Date: 12/6/2004

Current Firm

EVOLVE WEALTH ADVISORS LP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVOLVE WEALTH ADVISORS LP

TRUST BUT VERIFY

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