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Timothy Terrence Koski

Everpar Advisors LLC

Tulsa, OK

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Current Employers
Everpar Advisors Llc

2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-09-01
TX RA APPROVED 2023-09-01
  • OK RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Tulsa OK 04/2014 09/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 09/2023
Everpar Advisors Llc Tulsa OK 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 04/2014 → 09/2023
    Morgan Stanley
    Tulsa, OK
  • 01/2015 → 09/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2023 → Present
    Everpar Advisors Llc
    Tulsa, OK
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2014-04-25 → 2023-09-29
    Morgan Stanley
    Tulsa, OK
    Broken Arrow, OK
  • 2008-10-01 → 2012-05-15
    J.P. Morgan Securities Llc
    Tulsa, OK
  • 2006-09-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Tulsa, OK
  • 2003-01-09 → 2006-09-27
    Banc One Securities Corporation
    Tulsa, OK
    Tulsa, OK
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-19
  • S66 Uniform Combined State Law Examination
    2002-12-19
Other Names
  • Timothy T Koski

View on SEC IAPD

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AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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