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Tyler Stephens

Evertern Wealth, LLC

Naples, FL

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Current Employers
Evertern Wealth, Llc

4501 Tamiami Trail N Suite 100, Naples, FL 34103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-23
  • FL RA
    APPROVED
    Since 2026-07-23

Branch Locations

4501 Tamiami Trail N Suite 100, Naples, FL 34103 • 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
Elon University Elon NC 01/2016 02/2021
Sherwin Williams Company Fort Myers FL 02/2021 06/2021
Ubs Financial Services Inc. Weehawken NJ 06/2021 09/2023
Ubs Global Wealth Management Naples FL 09/2023 04/2026
Evertern Wealth, Llc Naples FL 04/2026 Present
  • 01/2016 → 02/2021
    Elon University
    Elon, NC
  • 02/2021 → 06/2021
    Sherwin Williams Company
    Fort Myers, FL
  • 06/2021 → 09/2023
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 09/2023 → 04/2026
    Ubs Global Wealth Management
    Naples, FL
  • 04/2026 → Present
    Evertern Wealth, Llc
    Naples , FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-02
S63 Uniform Securities Agent State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-03-13
Other Names
  • Tyler Richard Stephens

View on SEC IAPD

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