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2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tulsa | OK | 01/2009 | 01/2017 |
| Morgan Stanley | Tulsa | OK | 01/2017 | 09/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | 09/2023 |
| Everpar Advisors Llc | Tulsa | OK | 09/2023 | Present |
1) LICENSED INSURANCE AGENT / NOT INVESTMENT-RELATED / 2431 E. 61ST STREET, SUITE 825 TULSA, OK 74136 / INSURANCE SALES / IMPLEMENTATIONS OF INSURANCE RECOMMENDATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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