DFX Intelligence
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.
Registered advisor
Shawn Christian Everett
Feed of 09/15/2026
Also filed as Shawn C Everett
At current firm
2 y
since Dec 11, 2023
In the industry
23 y
since Aug 20, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Regal Investment Advisors LLC BD affiliated currentsince Dec 11, 2023 · North Haven, Ct
- Cetera Investment Advisers LLC BD affiliatedMay 12, 2023 to Dec 12, 2023 · Estero, Fl
- Cetera Advisor Networks LLC formerAug 4, 2014 to Jun 29, 2023 · Estero, Fl
- Questar Asset Management, Inc. formerJul 14, 2008 to Aug 8, 2014 · Minneapolis, Mn
- Everett Financial Group unclassifiedJan 2, 2004 to Jul 11, 2008 · North Haven, Ct
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Regal Investment Advisors LLCleft Dec 12, 2023, registered Dec 11, 2023 (-1 days) · Affiliated broker-dealer or bank to another
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jun 29, 2023, registered May 12, 2023 (-48 days) · corporate re-registration, not a move
- Questar Asset Management, Inc. to Cetera Advisor Networks LLCleft Aug 8, 2014, registered Aug 4, 2014 (-4 days) · Other
- Everett Financial Group to Questar Asset Management, Inc.left Jul 11, 2008, registered Jul 14, 2008 (3 days) · Other
Signals
- Shawn Christian Everett left Cetera Investment Advisers Llc for Regal Investment Advisors Llc (registered 2023-12-11)Dec 12, 2023 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address