Matthew L. Evans
Professional summary
Matthew L Evans, who also goes by Matthew Loreto Evans, Matthew Evans, is a registered financial professional currently at PACENOTE CAPITAL LLC located in Austin, Texas.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew L Evans's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2020 - Present
PACENOTE CAPITAL LLC
September 27, 2019 - March 18, 2020
BA SECURITIES, LLC
July 29, 2015 - October 14, 2019
PTP SECURITIES, LLC
August 11, 2014 - July 27, 2015
FDX CAPITAL LLC
January 17, 2013 - August 8, 2014
DMS CAPITAL SOLUTIONS, INC.
November 11, 2010 - January 2, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 14, 2010 - January 2, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/17/2020)
(10/28/2022)
(3/18/2021)
(4/15/2020)
(12/14/2020)
(4/23/2020)
(4/16/2020)
(3/31/2020)
(4/6/2020)
(10/28/2022)
(8/16/2021)
Exams
FINRA
Current Firm
PACENOTE CAPITAL LLC
CRD#: 305007 / SEC#: , 8-70385
Contact information
FINRA licenses (22 States and Territories)
Documents
Red Flags
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