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Kerri Joann Musgrove

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 2024-02-05
  • OK RA
    APPROVED
    Since 2024-02-05

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
Ubs Financial Services Inc. Tulsa OK 12/2015 09/2023
Everpar Advisors Llc Tulsa OK 09/2023 Present
Previous Registrations
Other Businesses

1. Insurance License; not investment-related; 2431 E 61st Street, Suite 825 Tulsa, OK, 74136; Insurance Sales; Implementations of insurance recommendations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
  • S66 Uniform Combined State Law Examination
    2013-12-23
Other Names
  • Kerri Joann Henderson

View on SEC IAPD

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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

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