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JE

Joshua Ramsey Evans

BFC CAPITAL
QUINCY, MA
·CRD# 6069991·14 years registered

Professional Summary

Joshua Ramsey Evans, who also goes by Josh Evans, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Josh Evans

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years registered in the securities industry

Current & Past Employments

Current

BFC CAPITAL LLCCurrent·CRD# 299519
BD
1. 1266 Furnace Brook Parkway Suite 300, Quincy, MA 021692. 1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169
May 17, 2019 - Present

Past

WATERWAY CAPITAL LLCPast·CRD# 128212
BD
Boston, MA
June 21, 2012 - April 30, 2019

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Current Firm

BC
BFC CAPITAL LLC

BFC CAPITAL LLC

CRD#: 299519 / SEC#: 8-70272
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

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

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(6/7/2019)
RR
Illinois
(10/8/2019)
RR
Maryland
(1/2/2026)
RR
Massachusetts
(6/4/2019)
RR
New Jersey
(6/11/2019)
RR
New York
(6/17/2019)
RR
Virginia
(1/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jun 2015About the Series 79 exam

Series 7 — General Securities Representative Examination

Passed Jun 2012About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Joshua Ramsey Evans's CRS (Customer Relationship Summary).

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