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
Kenneth C. Petrashek
Certified Financial Planner
Feed of 09/14/2026
Also filed as Ken Charles Petrashek
At current firm
1 y
since Jun 2, 2025
In the industry
14 y
since Aug 30, 2012 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Everpar Advisors LLC independent RIA currentsince Jun 2, 2025 · Tulsa, Ok
- J.P. Morgan Securities LLC wirehouseMay 15, 2023 to Jun 8, 2025 · Austin, Tx
- Hightower Advisors, LLC BD affiliatedSep 30, 2020 to Apr 21, 2023 · Dallas, Tx
- Frontier Investment Management Co formerMar 8, 2017 to Nov 16, 2020 · Dallas, Tx
- Advice And Planning Services BD affiliatedAug 13, 2015 to Mar 3, 2017 · Frisco, Tx
- Usaa Financial Planning Services formerSep 26, 2014 to Jul 1, 2015 · Addison, Tx
- LPL Financial LLC BD affiliatedNov 27, 2013 to Sep 9, 2014 · Stillwater, Ok
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Everpar Advisors LLCleft Jun 8, 2025, registered Jun 2, 2025 (-6 days) · Wirehouse to independent RIA
- Hightower Advisors, LLC to J.P. Morgan Securities LLCleft Apr 21, 2023, registered May 15, 2023 (24 days) · Affiliated broker-dealer or bank to wirehouse
- Frontier Investment Management Co to Hightower Advisors, LLCleft Nov 16, 2020, registered Sep 30, 2020 (-47 days) · corporate re-registration, not a move
- Advice And Planning Services to Frontier Investment Management Coleft Mar 3, 2017, registered Mar 8, 2017 (5 days) · Other
- Usaa Financial Planning Services to Advice And Planning Servicesleft Jul 1, 2015, registered Aug 13, 2015 (43 days) · Other
- LPL Financial LLC to Usaa Financial Planning Servicesleft Sep 9, 2014, registered Sep 26, 2014 (17 days) · Other
Signals
- Kenneth C. Petrashek left J.P. Morgan Securities Llc for Everpar Advisors Llc (registered 2025-06-02)Jun 8, 2025 · Advisor changed firm · fact
- Kenneth C. Petrashek left Hightower Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-05-15)Apr 21, 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
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address