Scott S. Eversole

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CRD#: 1540817

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Spaulding Eversole, who also goes by Scott S Eversoie, Scott S Eversole, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1986. Scott had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Scott S Eversoie | Scott S Eversole

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 7, 2023 - October 31, 2025

LYNX CAPITAL, LLC

CRD#: 137178

MORAGA, CA

Past

March 27, 2019 - April 4, 2023

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

March 13, 2017 - April 4, 2023

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

February 27, 2013 - July 29, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 17, 2008 - May 24, 2011

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

October 15, 1993 - December 8, 1994

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

Past

February 22, 1990 - October 15, 1993

AELTUS CAPITAL, INC

CRD#: 24928

Past

August 18, 1986 - March 19, 1990

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 1/26/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/11/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LYNX CAPITAL, LLC

GP GROUP, LLC | LYNX CAPITAL, LLC | LYNX CAPITAL

CRD#: 137178 / SEC#: , 8-67068

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

55 Parson Brown Ct., Moraga, CA 94556

Mailing Address

55 Parson Brown Ct., Moraga, CA 94556

Phone number

(925) 388-0462

Established

California since 10/21/2008

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
DEUTZ, THEODORE JOHN	PRESIDENT/CCO	2333618
MORGAN, WILLIAM ARTHUR	FINOP

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott S. Eversole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

QUASAR DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

AELTUS CAPITAL, INC

AETNA FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/2024

Series 65

Date: 12/13/1991

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2017

Series 6

Date: 8/11/1986

Current Firm

LYNX CAPITAL, LLC

Contact information

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

LYNX CAPITAL, LLC

TRUST BUT VERIFY

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