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BH

Bridgette G. Hodge

EVERPAR ADVISORS LLC
Tulsa, OK 74136
Some features on this profile are disabled
CRD#: 5273074
BH

Professional summary

Bridgette G Hodge, who also goes by Bridgette G Cothran, Bridgette Gail Cothran, Bridgette Hodge, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.

Bridgette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bridgette has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bridgette G Cothran | Bridgette Gail Cothran | Bridgette Hodge

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) - RIA

Click below to view Bridgette G Hodge's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 5, 2024 - Present

EVERPAR ADVISORS LLC

Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136
RIA
CRD#: 326468
Tulsa, OK
Past

April 25, 2023 - December 15, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Tulsa, OK
Past

December 9, 2011 - December 15, 2023

MORGAN STANLEY

BD
CRD#: 149777
Tulsa, OK
Past

July 27, 2011 - November 21, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TULSA, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(2/5/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/10/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/24/2011
General Securities Representative Examination

Current Firm

EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 Approved)
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Contact information

Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136
Mailing Address
Phone number
(918) 221-9290
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts937
AUM (Assets Under Management)$ 587,838,031

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

EVERPAR ADVISORS LLC

CRD#: 326468Tulsa, OK 74136

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