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Advisor at EVERPAR ADVISORS LLC
TULSA, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EVERPAR ADVISORS LLC | Independent wealth | Jun 22, 2026 | n/a | yes | TULSA, OK | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 6, 2012 | Sep 13, 2013 | no | CHANDLER, AZ | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | May 15, 2006 | Oct 9, 2006 | no | TULSA, OK | Previous registration |
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | May 2, 2003 | Dec 16, 2005 | no | TULSA, OK | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 9, 2002 | Sep 11, 2002 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EVERPAR ADVISORS LLC | Sep 13, 2013 | Jun 22, 2026 | 4,665 | Firm change after gap | Wirehouse to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 9, 2006 | Nov 6, 2012 | 2,220 | Firm change after gap | Other |
| MOMENTUM INDEPENDENT NETWORK INC. | THRIVENT INVESTMENT MANAGEMENT INC. | Dec 16, 2005 | May 15, 2006 | 150 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | MOMENTUM INDEPENDENT NETWORK INC. | Sep 11, 2002 | May 2, 2003 | 233 | Firm change | Other |