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JE

Joshua R. Evans

BFC CAPITAL LLC
Quincy, MA 02169
Some features on this profile are disabled
CRD#: 6069991
JE

Professional summary

Joshua Ramsey Evans, who also goes by Josh Evans, is a registered financial professional currently at BFC CAPITAL LLC located in Quincy, Massachusetts.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Josh Evans

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) - BD

Click below to view Joshua Ramsey Evans's 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

May 17, 2019 - Present

BFC CAPITAL LLC

Office #1: 1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169Office #2: 1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
BD
CRD#: 299519
Quincy, MA
Past

June 21, 2012 - April 30, 2019

WATERWAY CAPITAL LLC

BD
CRD#: 128212
BOSTON, MA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(6/7/2019)
RR
Illinois
(10/8/2019)
RR
Massachusetts
(6/4/2019)
RR
New Jersey
(6/11/2019)
RR
New York
(6/17/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 9/25/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 6/4/2015
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BFC CAPITAL LLC
BFC CAPITAL LLC

CRD#: 299519 / SEC#: , 8-70272

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
Mailing Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
Phone number
(617) 716-8265
Established
Massachusetts since 10/25/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BOSTONIA PARTNERS LLCDIRECT OWNER
FLYNN, PETER YEATONCEO4698688
MOLINO, ANITACCO2119343
SERRA, CARL ANTHONY IIIFINOP3179039

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

BFC CAPITAL LLC

CRD#: 299519Quincy, MA 02169

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