Timothy Koski 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.
Timothy Koski’s longest registration was 9 years at Morgan Stanley (2014–2023). Before joining EverPar Advisors in 2023, Timothy Koski was registered through Morgan Stanley and J.P. Morgan Securities LLC.
- Morgan Stanley– · 9 yearsBroken Arrow, OK · Adviser representative · Firm CRD 149777
- J.P. Morgan Securities LLC– · 3 yearsTulsa, OK · Adviser representative · Firm CRD 79
- J. P. Morgan Securities Inc.– · 2 yearsTulsa, OK · Adviser representative · Firm CRD 18718
- JPMorgan Securities Inc– · 3 yearsTulsa, OK · Adviser representative · Firm CRD 16999
Investment adviser representative registrations
Timothy Koski 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 10 | General Securities Sales Supervisor - General Module Examination | 9 April 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 February 2013 |
| Series 66 | Uniform Combined State Law Examination | 19 December 2002 |
| Series 7 | General Securities Representative Examination | 7 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Terrence Koski
- CRD
- 4595607
- 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
- November 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Koski work?
Timothy Koski has been Managing Partner of Everpar Advisors LLC since September 2023, and is a control person of the firm.
Is Timothy Koski a financial advisor?
Yes. Timothy Koski has a current investment-adviser registration in Oklahoma and Texas, through EverPar Advisors since September 2023.
How many years of experience does Timothy Koski have?
Timothy Koski has 23 years in the financial industry, since November 2002, across 5 adviser firms.
What exams has Timothy Koski passed?
Timothy Koski has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in November 2002. FINRA credited Timothy Koski with the SIE, which began in October 2018.
Where did Timothy Koski work before EverPar Advisors?
Before EverPar Advisors, Timothy Koski was registered through J.P. Morgan Securities LLC, October 2008 to May 2012; J. P. Morgan Securities Inc., September 2006 to October 2008; JPMorgan Securities Inc, January 2003 to September 2006.
Where is Timothy Koski based?
Timothy Koski’s registered office is in Tulsa, OK.
Is Timothy Koski registered with FINRA?
No. Timothy Koski has no current broker registration.
How can I verify Timothy Koski’s record?
Search CRD 4595607 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Koski’s full registration record.
- Christopher MortaraChief Compliance Officer
- Michael ChristianManaging Partner
- David EllisManaging Partner
- Courtney HoffmanManaging Partner
- Craig SilbergManaging Partner