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EA

Evan R. Alonzo

Some features on this profile are disabled
CRD#: 5158125
EA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Evan Reeves Alonzo was a registered financial professional .

Evan is a previously registered financial professional and started their career in finance in 2007. Evan had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Business Name: Alex Alonzo Accountancy Corporation Investment Related?: No Address: 650 North First Street, San Jose, CA 95112 Nature of Business: Accounting & Tax Position: Associate Start date: 11/2015 Hours per month: Approximately 160 during busy season from January-April, approximately 100 during May-December Hours during trading hours: approximately 3-5 per day Duties: Prepare and review tax returns and other accounting work for clients. Prepare and review estate planning documents. Business Name: The Law Office of David S. Howard Investment Related?: No Address: 650 North First Street, San Jose, CA 95112 Nature of Business: Law Position: Of Counsel Start date: 12/2016 Hours per month: approximately 40 Hours during trading hours: approximately 1 daily Duties: Research and draft legal documents and tax related matters

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 30, 2021 - November 8, 2023

BUNKER WEALTH MANAGEMENT LLC

RIA
CRD#: 311285
San Jose, CA
Past

September 22, 2017 - January 6, 2019

SILICON VALLEY CAPITAL ADVISORS, LLC

RIA
CRD#: 286184
San Jose, CA
Past

February 2, 2007 - September 9, 2008

LAGUNA FINANCIAL CORPORATION

BD
CRD#: 19523
SAN JOSE, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/2007
General Securities Representative Examination

Current Firm

BW
BUNKER WEALTH MANAGEMENT LLC
BUNKER WEALTH MANAGEMENT LLC

CRD#: 311285 / SEC#:

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Contact information

Main Address
1900 Camden Avenue, San Jose, CA 95124
Mailing Address
Phone number
(408) 558-3600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

BUNKER WEALTH MANAGEMENT LLC

CRD#: 311285

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