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.
Advisor moves
Arrivals at Everpar Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kenneth C. Petrashek | J.P. Morgan Securities LLC wirehouse | Everpar Advisors LLC independent RIA | Wirehouse to independent RIA | Jun 8, 2025 | Jun 2, 2025 |
| Bridgette G Hodge | Morgan Stanley wirehouse | Everpar Advisors LLC independent RIA | Wirehouse to independent RIA | Dec 15, 2023 | Feb 5, 2024 (52 d) |
| Timothy Terrence Koski | Morgan Stanley wirehouse | Everpar Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 29, 2023 | Sep 1, 2023 |
| Craig Robert Silberg | Morgan Stanley wirehouse | Everpar Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 25, 2023 | Sep 5, 2023 |
| Michael David Christian | Morgan Stanley wirehouse | Everpar Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 22, 2023 | Sep 1, 2023 |
| David Charles Ellis | UBS Financial Services Inc. wirehouse | Everpar Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 12, 2023 | Sep 1, 2023 |
| Kerri Joann Musgrove | UBS Financial Services Inc. wirehouse | Everpar Advisors LLC independent RIA | Wirehouse to independent RIA | Sep 12, 2023 | Feb 5, 2024 (146 d) |
| Courtney Lynn Hoffman | Raymond James & Associates, Inc. national BD | Everpar Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 7, 2023 | Sep 4, 2023 |
| Michael Thomas Flanagan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Everpar Advisors LLC independent RIA | Wirehouse to independent RIA | Sep 13, 2013 | Jun 22, 2026 (4665 d) |
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9 moves match.