RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• T••••• F•••••••
- Title
- Lead Advisor Read morereportedeverpar.comfirm site, Sep 15, 2026
- Professional profile
- everpar.com/team/tom-flanaganreportedeverpar.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E•••••• A••••••• L•• i••••••••• wealth currentsince Jun 22, 2026 · Tulsa, Ok
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 6, 2012 to Sep 13, 2013 · Chandler, Az
- T••••••• I••••••••• M••••••••• I••• BD affiliatedMay 15, 2006 to Oct 9, 2006 · Tulsa, Ok
- M••••••• I••••••••• N•••••• I••• BD affiliatedMay 2, 2003 to Dec 16, 2005 · Tulsa, Ok
- U•• F•••••••• S••••••• I••• wirehouseJan 9, 2002 to Sep 11, 2002 · Tulsa, Ok
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••• A••••••• L••left Sep 13, 2013, registered Jun 22, 2026 (4665 days) · Wirehouse to independent RIA
- T••••••• I••••••••• M••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 9, 2006, registered Nov 6, 2012 (2220 days) · Other
- M••••••• I••••••••• N•••••• I••• to T••••••• I••••••••• M••••••••• I•••left Dec 16, 2005, registered May 15, 2006 (150 days) · Other
- U•• F•••••••• S••••••• I••• to M••••••• I••••••••• N•••••• I•••left Sep 11, 2002, registered May 2, 2003 (233 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address