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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 2, 2025 | n/a | yes | TULSA, OK | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 15, 2023 | Jun 8, 2025 | no | Austin, TX|Tulsa, OK|Perry, OK | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Sep 30, 2020 | Apr 21, 2023 | no | Dallas, TX | Previous registration |
| FRONTIER INVESTMENT MANAGEMENT CO | Former SEC adviser | Mar 8, 2017 | Nov 16, 2020 | no | DALLAS, TX | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 13, 2015 | Mar 3, 2017 | no | Frisco, TX|Frisco, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Sep 26, 2014 | Jul 1, 2015 | no | ADDISON, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 27, 2013 | Sep 9, 2014 | no | STILLWATER, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | EVERPAR ADVISORS LLC | Jun 8, 2025 | Jun 2, 2025 | -6 | Firm change | Wirehouse to RIA |
| HIGHTOWER ADVISORS, LLC | J.P. MORGAN SECURITIES LLC | Apr 21, 2023 | May 15, 2023 | 24 | Firm change | Ibd to wirehouse |
| FRONTIER INVESTMENT MANAGEMENT CO | HIGHTOWER ADVISORS, LLC | Nov 16, 2020 | Sep 30, 2020 | -47 | Bulk transfer | RIA to ibd |
| ADVICE AND PLANNING SERVICES | FRONTIER INVESTMENT MANAGEMENT CO | Mar 3, 2017 | Mar 8, 2017 | 5 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | ADVICE AND PLANNING SERVICES | Jul 1, 2015 | Aug 13, 2015 | 43 | Firm change | Other |
| LPL FINANCIAL LLC | USAA FINANCIAL PLANNING SERVICES | Sep 9, 2014 | Sep 26, 2014 | 17 | Firm change | Other |