Kerri Musgrove has been an investment adviser representative at EverPar Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners.
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.
Kerri Musgrove’s longest registration was 7 years at UBS Financial Services Inc. (2016–2023). Before joining EverPar Advisors in 2024, Kerri Musgrove was registered through UBS Financial Services Inc. and Arvest Asset Management.
- UBS Financial Services Inc.– · 7 yearsTulsa, OK · Adviser representative · Firm CRD 8174
- Arvest Asset Management– · 1 yearTulsa, OK · Adviser representative · Firm CRD 42057
Investment adviser representative registrations
Kerri Musgrove is registered as an investment adviser representative in Oklahoma, since February 2024.
- OklahomaSince 5 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 December 2013 |
| Series 7 | General Securities Representative Examination | 19 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kerri Joann Musgrove
- CRD
- 6236509
- Firm
- EverPar Advisors · CRD 326468
- Office
- 2431 E. 61ST STREET, SUITE 825, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kerri Musgrove work?
Kerri Musgrove is an investment adviser representative registered through Everpar Advisors LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kerri Musgrove a financial advisor?
Yes. Kerri Musgrove has a current investment-adviser registration in Oklahoma, through EverPar Advisors since February 2024.
How many years of experience does Kerri Musgrove have?
Kerri Musgrove has 12 years in the financial industry, since April 2014, across 3 adviser firms.
What exams has Kerri Musgrove passed?
Kerri Musgrove has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2013. FINRA credited Kerri Musgrove with the SIE, which began in October 2018.
Where did Kerri Musgrove work before EverPar Advisors?
Before EverPar Advisors, Kerri Musgrove was registered through UBS Financial Services Inc., January 2016 to September 2023; Arvest Asset Management, April 2014 to July 2015.
Where is Kerri Musgrove based?
Kerri Musgrove’s registered office is in Tulsa, OK.
Is Kerri Musgrove registered with FINRA?
No. Kerri Musgrove has no current broker registration.
How can I verify Kerri Musgrove’s record?
Search CRD 6236509 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kerri Musgrove’s full registration record.
- Christopher MortaraChief Compliance Officer
- Michael ChristianManaging Partner
- David EllisManaging Partner
- Courtney HoffmanManaging Partner
- Timothy KoskiManaging Partner
- Craig SilbergManaging Partner