Compliance Information

Important templates below please scroll down

Regulatory Links: We'll help you stay in compliance in your business. Check out the following links and information to help in your business...
  The ESI Compliance Manual can be reached by selecting the Written Supervisory Procedures Online link at CCH Wall Streets Web Page.  For questions regarding the Compliance Manual, please contact Kenneth  Shade at 1.888.557.0222 Ext. 129.        CCH Wall Street's Login Page
 
Regulatory & Marketplace Hotlinks
These links listed below are being provided as a service to you. Upon accessing any of these links, you will leave ESI's Web Page. ESI does not warrant the accuracy of the information provided therein, nor should any of the material contained in these links be construed as a solicitation to enter into any particular securities transaction.
Financial Industry Regulatory Authority www.FINRA.org
FINRA Regulation www.FINRA.org/RulesRegulations
NASDAQ www.nasdaq.com
Securities and Exchange Commission www.sec.gov
Municipal Securities Rulemaking Board www.MSRB.org
New York Stock Exchange www.nyse.com
Chicago Stock Exchange www.chx.com
Chicago Board Options Exchange www.cboe.com
Federal Reserve Bank www.federalreserve.gov
Advertising: Check out some compliance approved material that you can use to generate and advertise your business. Just take a look and contact the marketing department for more information...
  Evolve Securities Logo Guidelines

Evolve Securities Logo

Evolve Letterhead template jenb1222

Evolve Sample Business Card template

Evolve Sample Signature Block

Compliance Guideline Reminders

Display of SIPC Symbol

In each authorized office location, the SIPC identification sigh/symbol must be displayed.  This can either take the form of a sticker on the entryway door/glass or a plastic sign sitting in the entryway.  IF you need a SIPC sign please contact the home office. 

Files that ALL Registered Reps MUST have (labels for folders)

Evolve Securities, Inc. Sign (Put up in office)
 

Training: