CONTACT INFORMATION
Advisory New Accounts (Opening and Forms), Account Maintenance Forms, Compliance Questions/Approvals, Billing:
Amanda Christians
AFS Investment Advisors, Inc.
5300 Bee Caves Road
Building III Suite 100
Austin, Texas 78746
P (800) 617-3900
F (866) 387-6964
Cashiering Requests, Systems Training, Operations, Bond Trading Requests, Equity/Mutual Fund Trading questions (normally trade directly on the system), ACAT questions:
Jeff Hamm
Evolve Bank & Trust
8000 Centerview Parkway
Suite 500
Memphis, TN 38018
jhamm@evolvefinancialgroup.com
P (866) 367-4903 or (901) 624-5500
F (901) 624-5540
Products, Due Diligence, Program Details, Omniplanner, Technology:
Donald Hurwitz
P (800) 617-3900
F (866) 387-6964
Licensing:
Donna Avant
P (866) 367-2616
F (214) 891-9768
PAPERWORK FLOW
New Accounts/ACAT Forms
Please forward original forms for opening and processing to:
Evolve: AFSIA Operations
5300 Bee Caves Rd Bldg III Suite 100
Austin, Texas 78746
(800) 617-3900
Account Maintenance Forms
If a copy is accepted email to achristians@evolvesec.com or fax to (866) 387-6964
Please forward original forms to:
Evolve: AFSIA Operations
5300 Bee Caves Rd Bldg III Suite 100
Austin, Texas 78746
(800) 617-3900
Cashiering or Trade Tickets Forms
If a copy is accepted email to jhamm@evolvefinancialgroup.com or fax to (901) 624-5540
Please forward original forms to:
Jeff Hamm
Evolve Bank & Trust
8000 Centerview Parkway
Suite 500
Memphis, TN 38018
(866) 367-4903
Client should forward deposits to
Evolve Cashiering Receipts
5300 Bee Caves Road
Building III Suite 100
Austin, Texas 78746