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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 | Sep 5, 2023 | n/a | yes | TULSA, OK | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 13, 2017 | Sep 25, 2023 | no | Tulsa, OK|Tulsa, OK | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 2, 2009 | Feb 1, 2017 | no | TULSA, OK | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jan 6, 2009 | no | TULSA, OK | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Nov 20, 2003 | Apr 2, 2007 | no | TULSA, OK|TULSA, OK | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jan 7, 2003 | Oct 1, 2003 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EVERPAR ADVISORS LLC | Sep 25, 2023 | Sep 5, 2023 | -20 | Firm change | Wirehouse to new firm |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Feb 1, 2017 | Jan 13, 2017 | -19 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | UBS FINANCIAL SERVICES INC. | Jan 6, 2009 | Jan 2, 2009 | -4 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MORGAN STANLEY DW INC. | Oct 1, 2003 | Nov 20, 2003 | 50 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:326468:OK:2023-09-22 | Sep 25, 2023 | Sep 5, 2023 | TULSA, OK | Firm change |