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RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

HENRY OWEN EVERSOLE

Advisor at STRATOS WEALTH PARTNERS, LTD

Scottsdale, AZ

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Search this name across graphsid dfx:ria:04dc935b-7592-62ba-7d1e-cce48d60b9c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATOS WEALTH PARTNERS, LTD
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 4, 1983
First registration: Jan 4, 1999
Dual registered: yes, broker-dealer
Other names: HENRY OWEN EVERSOLE
IAPD individual key: 703866

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Nov 3, 2022	n/a	yes	Scottsdale, AZ	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Nov 2, 2007	Nov 16, 2022	no	CENTURY CITY, CA\|PASADENA, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Nov 6, 2007	no	LOS ANGELES, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 4, 1999	Apr 2, 2007	no	LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RBC CAPITAL MARKETS, LLC	STRATOS WEALTH PARTNERS, LTD	Nov 16, 2022	Nov 3, 2022	-13	Firm change	Ibd to ibd
MORGAN STANLEY & CO. LLC	RBC CAPITAL MARKETS, LLC	Nov 6, 2007	Nov 2, 2007	-4	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: current employment
Nov 3, 2022 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Nov 2, 2007 to Nov 16, 2022factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Nov 6, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 4, 1999 to Apr 2, 2007factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
Henry Owen Eversole left Rbc Capital Markets, Llc for Stratos Wealth Partners, Ltd (registered 2022-11-03)
Form ADVobserved 5 days ago