DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

MARK AARON LEE EVERS

Advisor at XYPN SAPPHIRE

BOZEMAN, MT | Fort Worth, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c38d51a-97c1-e779-3225-e0d374ff29e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2005 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: XYPN SAPPHIRE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63|S66
First exam: Jul 18, 2000
First registration: Sep 13, 2005
Dual registered: no
Other names: MARK AARON EVERS|MARK AARON LEE EVERS
IAPD individual key: 4214366

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
XYPN SAPPHIRE	Independent wealth	Sep 15, 2025	n/a	yes	Fort Worth, TX\|BOZEMAN, MT	Current employment
CONCURRENT WEALTH MANAGEMENT	State registered	Mar 5, 2025	Nov 5, 2025	no	HOUSTON, TX	Previous registration
IMPERIUM WEALTH MANAGEMENT, LLC	Independent wealth	Aug 25, 2020	Dec 24, 2020	no	SAN ANTONIO, TX	Previous registration
STRATEGIC FINANCIAL CONCEPTS, LLC	Independent wealth	Apr 28, 2014	Jul 21, 2020	no	SAN ANTONIO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 13, 2009	Oct 14, 2010	no	AUSTIN, TX\|Austin, TX	Previous registration
STRATEGIC FINANCIAL CONCEPTS, LLC	Independent wealth	Jun 6, 2008	Jul 14, 2009	no	SAN ANTONIO, TX	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	May 28, 2008	Oct 28, 2008	no	AUSTIN, TX\|PHOENIX, AZ	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 12, 2005	Sep 21, 2007	no	LAKEWAY, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 13, 2005	Oct 4, 2005	no	AUSTIN, TX	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
CONCURRENT WEALTH MANAGEMENT	XYPN SAPPHIRE	Nov 5, 2025	Sep 15, 2025	-51	Firm change after gap	Other
IMPERIUM WEALTH MANAGEMENT, LLC	CONCURRENT WEALTH MANAGEMENT	Dec 24, 2020	Mar 5, 2025	1,532	Firm change after gap	RIA to state RIA
STRATEGIC FINANCIAL CONCEPTS, LLC	IMPERIUM WEALTH MANAGEMENT, LLC	Jul 21, 2020	Aug 25, 2020	35	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	STRATEGIC FINANCIAL CONCEPTS, LLC	Oct 14, 2010	Apr 28, 2014	1,292	Firm change after gap	Other
STRATEGIC FINANCIAL CONCEPTS, LLC	CHARLES SCHWAB & CO., INC.	Jul 14, 2009	Nov 13, 2009	122	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	STRATEGIC FINANCIAL CONCEPTS, LLC	Oct 28, 2008	Jun 6, 2008	-144	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	AMERICAN GENERAL SECURITIES INCORPORATED	Sep 21, 2007	May 28, 2008	250	Firm change	Other
EQUITABLE ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 4, 2005	Dec 12, 2005	69	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
293564:285967:TX:2025-11-05	Nov 5, 2025	Sep 15, 2025	HOUSTON, TX	Firm change after gap

Relationships

Registered with (8)

→ XYPN SAPPHIRERegistered adviserregistration: current employment
Sep 15, 2025 to presentfactForm ADV
→ CONCURRENT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 5, 2025 to Nov 5, 2025factForm ADV
→ IMPERIUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 25, 2020 to Dec 24, 2020factForm ADV
→ STRATEGIC FINANCIAL CONCEPTS, LLCRegistered adviserregistration: previous registration
Apr 28, 2014 to Jul 21, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 13, 2009 to Oct 14, 2010factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
May 28, 2008 to Oct 28, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 12, 2005 to Sep 21, 2007factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 13, 2005 to Oct 4, 2005factForm ADV

Dated events

Occurred
Nov 5, 2025
Advisor changed firm
Mark Aaron Lee Evers left Concurrent Wealth Management for Xypn Sapphire (registered 2025-09-15)
Form ADVobserved 4 days ago