Eva M. Howland

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT

Brandenton, FL

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CRD#: 6770376

Professional summary

Eva M Howland, who also goes by Eva Mae Howland, is a registered financial advisor currently at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. located in Brandenton, Florida.

Eva is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eva has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eva Mae Howland

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 Eva M Howland'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

February 5, 2025 - Present

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 108030

Brandenton, FL

Past

January 17, 2021 - January 2, 2025

MOSELEY INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 124152

BRADENTION, FL

Past

July 20, 2017 - January 7, 2021

EDWARD JONES

RIA

CRD#: 250

Bradenton, FL

Past

June 21, 2017 - January 7, 2021

EDWARD JONES

CRD#: 250

Bradenton, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

CRD#: 108030 / SEC#: 801-79053

RIA

Registered Investment Advisory firm - (1/17/2014 Approved)

California

Registered Investment Advisory firm - (11/25/2011 Terminated)

Connecticut

Registered Investment Advisory firm - (1/28/2014 Terminated)

New York

Registered Investment Advisory firm - (1/27/2014 Terminated)

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).

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

Massachusetts
(2/5/2025)

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 66

Date: 7/14/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2017

General Securities Representative Examination

Current Firm

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

CRD#: 108030 / SEC#: 801-79053

RIA

Registered Investment Advisory firm - (1/17/2014 Approved)

California

Registered Investment Advisory firm - (11/25/2011 Terminated)

Connecticut

Registered Investment Advisory firm - (1/28/2014 Terminated)

New York

Registered Investment Advisory firm - (1/27/2014 Terminated)

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Contact information

Main Address

Bedford, MA

Mailing Address

Phone number

(508) 471-4431

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

ADV PART 2B - JONATHAN LACHOWITZ (3/25/2025)

ADV PART 2B - EVA HOWLAND (3/25/2025)

ADV PART 2B - OTTO RIVERA (3/25/2025)

ADV PART 2B - JOHN YORK (3/25/2025)

ADV PART 2B - JOHN WANVIG (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,203
AUM (Assets Under Management)	$ 689,316,000

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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Firm Stability Insights

Eva M. Howland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eva M Howland's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSELEY INVESTMENT MANAGEMENT, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/14/2017

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2017

Current Firm

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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