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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

EVERBANK WEALTH MANAGEMENT

EVERBANK WEALTH MANAGEMENT, INC., CRD 154237

JACKSONVILLE, FL

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:a73f22b4-5ebb-aee6-965a-498c53817281

Data as of Aug 15, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2012 to Aug 15, 2017
21 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $118MItem 5.F on the latest filing (2017-08-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $36.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 18
Accounts: 193
Custody, client assets: $0
SEC number: 801-71589
CRD: 154237
Filings on the tape: 21
First filed: Mar 12, 2012
Latest filed: Aug 15, 2017
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARROLL, TINA, DENISE	CHIEF FINANCIAL OFFCER	Na	yes	03/2014	Mar 10, 2014	Aug 15, 2017
CONOVER, DAVID, LAWRENCE	CEO, PRESIDENT, COO AND DIRECTOR	Na	yes	07/2013	Mar 12, 2012	Aug 15, 2017
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	100% OWNER OF TIAA FSB HOLDINGS, INC.	E	yes	06/2017	Aug 15, 2017	Aug 15, 2017
TIAA BOARD OF OVERSEERS	100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	E	yes	06/2017	Aug 15, 2017	Aug 15, 2017
TIAA FSB HOLDINGS, INC.	100% OWNER OF TIAA, FSB	E	yes	10/1998	Aug 15, 2017	Aug 15, 2017
TIAA, FSB (FORMERLY KNOWN AS EVERBANK)	Owner	E	yes	01/2012	Aug 15, 2017	Aug 15, 2017
HAEDIKE, CHRISTINE, D	CHIEF COMPLIANCE OFFICER/DIRECTOR	Na	no	07/2013	Mar 12, 2012	Aug 15, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERTRADE DIRECT BROKERAGE, INC.	n/a	n/a	n/a	N	yes	n/a
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	n/a	n/a	n/a	Y	yes	n/a
TIAA, FSB	n/a	n/a	n/a	Y	yes	FL

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 28, 2017	$117M	$35.3M	18	18	n/a	n/a	n/a
2015	Mar 18, 2016	$133M	$40.7M	17	17	n/a	n/a	n/a
2014	Mar 30, 2015	$177M	$63.9M	20	20	n/a	n/a	n/a
2013	Mar 31, 2014	$232M	$67.9M	18	14	n/a	n/a	n/a
2012	Apr 1, 2013	$421M	$64.3M	24	22	n/a	n/a	n/a
2011	Mar 30, 2012	$514M	$5.3M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$118M	$133M	-10.8%	$232M	-20.1%	18	17	n/a	n/a

Relationships

Controls (5)

← CONOVER, DAVID, LAWRENCEOwnerCEO, PRESIDENT, COO AND DIRECTOR, ownership code NA, individual
Mar 12, 2012 to presentfactForm ADV
← CARROLL, TINA, DENISEOwnerCHIEF FINANCIAL OFFCER, ownership code NA, individual
Mar 10, 2014 to presentfactForm ADV
← TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICAOwner100% OWNER OF TIAA FSB HOLDINGS, INC., ownership code E, domestic entity
Aug 15, 2017 to presentfactForm ADV
← TIAA BOARD OF OVERSEERSOwner100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, ownership code E, domestic entity
Aug 15, 2017 to presentfactForm ADV
← TIAA FSB HOLDINGS, INC.Owner100% OWNER OF TIAA, FSB, ownership code E, domestic entity
Aug 15, 2017 to presentfactForm ADV

Owns (1)

← HAEDIKE, CHRISTINE, DOwnerCHIEF COMPLIANCE OFFICER/DIRECTOR, ownership code NA, individual
Mar 12, 2012 to presentfactForm ADV

Registered with (9)

← MATTHEW SCOTT PAULSELLAdvisorregistration: previous registration
Feb 10, 2017 to Feb 22, 2018factForm ADV
← Andrew HerrAdvisorregistration: previous registration
May 13, 2015 to Dec 31, 2017factForm ADV
← BRENDAN CHRISTOPHER NORMILEAdvisorregistration: previous registration
Dec 22, 2014 to Dec 1, 2017factForm ADV
← MARK ALEXANDER MARTORELLAdvisorregistration: previous registration
Sep 12, 2011 to Sep 7, 2017factForm ADV
← Vanessa MARIE ValentinoAdvisorregistration: previous registration
Mar 9, 2016 to Aug 5, 2016factForm ADV
← Jamie Lynn HoganAdvisorregistration: previous registration
Nov 22, 2010 to Jun 12, 2015factForm ADV
← CHRISTOPHER RAMESH LAKUMBAdvisorregistration: previous registration
Oct 5, 2012 to Sep 9, 2013factForm ADV
← JOANN MICHELLE JOLLYAdvisorregistration: previous registration
Mar 9, 2012 to Aug 28, 2013factForm ADV
← RICHARD T. SOPHERAdvisorregistration: previous registration
Sep 28, 2011 to Dec 31, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a73f22b4-5ebb-aee6-965a-498c53817281
First observed: Mar 12, 2012
Last observed: Aug 15, 2017 110 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERBANK WEALTH MANAGEMENT

EVERBANK WEALTH MANAGEMENT, INC., CRD 154237

JACKSONVILLE, FL

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:a73f22b4-5ebb-aee6-965a-498c53817281

Data as of Aug 15, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARROLL, TINA, DENISE

CHIEF FINANCIAL OFFCER

yes

03/2014

Mar 10, 2014

Aug 15, 2017

CONOVER, DAVID, LAWRENCE

CEO, PRESIDENT, COO AND DIRECTOR

yes

07/2013

Mar 12, 2012

Aug 15, 2017

TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA

100% OWNER OF TIAA FSB HOLDINGS, INC.

yes

06/2017

Aug 15, 2017

TIAA BOARD OF OVERSEERS

100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA

yes

06/2017

Aug 15, 2017

TIAA FSB HOLDINGS, INC.

100% OWNER OF TIAA, FSB

yes

10/1998

Aug 15, 2017

TIAA, FSB (FORMERLY KNOWN AS EVERBANK)

Owner

yes

01/2012

Aug 15, 2017

HAEDIKE, CHRISTINE, D

CHIEF COMPLIANCE OFFICER/DIRECTOR

07/2013

Mar 12, 2012

Aug 15, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERTRADE DIRECT BROKERAGE, INC.

n/a

yes

n/a

TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA

n/a

yes

n/a

TIAA, FSB

n/a

yes

City

State

Country

Employees

Also broker-dealer

ST. LOUIS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 28, 2017

$117M

$35.3M

n/a

2015

Mar 18, 2016

$133M

$40.7M

n/a

2014

Mar 30, 2015

$177M

$63.9M

n/a

2013

Mar 31, 2014

$232M

$67.9M

n/a

2012

Apr 1, 2013

$421M

$64.3M

n/a

2011

Mar 30, 2012

$514M

$5.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$118M

$133M

-10.8%

$232M

-20.1%

n/a