David Ellis has been Managing Partner of EverPar Advisors since September 2023, is a control person of the firm and directly owns under 5% of it.
Everpar Advisors LLC is a Tulsa, OK firm with $588M under management, 250 clients and 9 advisers in one office, as of its September 2026 filing.
David Ellis’ longest registration was 20 years at UBS Financial Services Inc. (2002–2023). Before joining EverPar Advisors in 2023, David Ellis was registered through UBS Financial Services Inc.
- UBS Financial Services Inc.– · 20 yearsTulsa, OK · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
David Ellis is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- OklahomaSince 1 September 2023
- TexasSince 1 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 24 October 2005 |
| Series 66 | Uniform Combined State Law Examination | 11 October 2002 |
| Series 7 | General Securities Representative Examination | 19 September 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Charles Ellis
- CRD
- 4563762
- Firm
- EverPar Advisors · CRD 326468
- Role
- Managing Partner
- Office
- 2431 E. 61ST STREET, SUITE 825, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does David Ellis work?
David Ellis has been Managing Partner of Everpar Advisors LLC since September 2023, and is a control person of the firm.
Is David Ellis a financial advisor?
Yes. David Ellis has a current investment-adviser registration in Oklahoma and Texas, through EverPar Advisors since September 2023.
How many years of experience does David Ellis have?
David Ellis has 24 years in the financial industry, since September 2002, across 2 adviser firms.
What exams has David Ellis passed?
David Ellis has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2002. FINRA credited David Ellis with the SIE, which began in October 2018.
Where is David Ellis based?
David Ellis’ registered office is in Tulsa, OK.
Is David Ellis registered with FINRA?
No. David Ellis has no current broker registration.
How can I verify David Ellis’ record?
Search CRD 4563762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Ellis’ full registration record.
- Christopher MortaraChief Compliance Officer
- Michael ChristianManaging Partner
- Courtney HoffmanManaging Partner
- Timothy KoskiManaging Partner
- Craig SilbergManaging Partner