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SE

Samantha J. Evans

BOND TECH
BELLBROOK, OH 45305
Some features on this profile are disabled
CRD#: 7120141
SE

Professional summary

Samantha Jean Evans is a registered financial advisor currently at BOND TECH INC located in Bellbrook, Ohio.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samantha has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Jean Evans'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

January 27, 2023 - Present

BOND TECH INC

Office #1: 135 E. Franklin St, Bellbrook, OH 45305
RIA
CRD#: 105979
BELLBROOK, OH
Past

October 11, 2022 - July 5, 2023

INVEST CAPITAL PARTNERS

RIA
CRD#: 287987
SPRINGBORO, OH

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".
BT
BOND TECH INC
BOND TECH INC | CREEKSIDE WEALTH MANAGEMENT

CRD#: 105979 / SEC#: 801-45443

RIA
Registered Investment Advisory firm - (12/16/1993 Approved)

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
Ohio
(1/27/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2022
Uniform Investment Adviser Law Examination

Current Firm

BT
BOND TECH INC
BOND TECH INC | CREEKSIDE WEALTH MANAGEMENT

CRD#: 105979 / SEC#: 801-45443

RIA
Registered Investment Advisory firm - (12/16/1993 Approved)
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Contact information

Main Address
135 E. Franklin St, Bellbrook, OH 45305
Mailing Address
Phone number
(937) 836-3991
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BOND-TECH, INC. / CREEKSIDE (3/31/2025)

Regulatory assets under management

Total Number of Accounts352
AUM (Assets Under Management)$ 184,025,763

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

BOND TECH INC

CRD#: 105979Bellbrook, OH 45305

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