Stephen D. Everett
Professional summary
Stephen David Everett, CFP®, who also goes by Stephen D Everett, is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Camas, Washington.
Stephen is registered as a RR (Registered Representative) and started their career in finance in 2009. Stephen has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Stephen David Everett's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2023 - Present
SAYBRUS EQUITY SERVICES, LLC
March 25, 2020 - July 5, 2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
August 22, 2017 - March 31, 2020
PRUCO SECURITIES, LLC.
January 11, 2016 - August 11, 2017
WELLS FARGO CLEARING SERVICES, LLC
January 11, 2016 - August 11, 2017
WELLS FARGO CLEARING SERVICES, LLC
January 28, 2015 - January 11, 2016
CAPITAL ONE ADVISORS, LLC
January 2, 2015 - January 11, 2016
CAPITAL ONE INVESTING, LLC
January 10, 2012 - January 28, 2015
CAPITAL ONE FINANCIAL ADVISORS LLC
January 10, 2012 - January 2, 2015
CAPITAL ONE INVESTMENT SERVICES LLC
November 3, 2010 - January 6, 2012
CETERA INVESTMENT SERVICES LLC
November 3, 2010 - January 6, 2012
CETERA INVESTMENT SERVICES LLC
September 29, 2009 - October 11, 2010
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/5/2023)
Exams
FINRA
Current Firm
SAYBRUS EQUITY SERVICES, LLC
CRD#: 153319 / SEC#: , 8-68521
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SAYBRUS HOLDINGS, LLC | PARENT COMPANY | |
| ALI, AZIZ | VICE PRESIDENT | 5030560 |
| CASSIDY, EDWARD WILLIAM JR | EXEC. VP / INTERNAL DIRECTOR | 1606787 |
| COSTENBADER, WALTER RUSSELL | FINOP | 1828345 |
| HALPERIN, JEFFREY PAUL | INTERNAL DIRECTOR | 2899327 |
| LOWE, MOIRA CRONAN | PRESIDENT / CEO / INTERNAL DIRECTOR | 4076427 |
| MOORE, GIDEON CLOYES | CHIEF LEGAL OFFICER | 7011735 |
| SADOWSKI, ADAM MARK | ASSISTANT VICE PRESIDENT | 4578505 |
| SIINO, KATHERINE MARY | AVP & CHIEF COMPLIANCE OFFICER | 1666402 |
| TOMKO, CHRISTINE | CFO, PFO, POO | 6989991 |
| VIETRI, MICHAEL JOSEPH | INTERNAL DIRECTOR | 1068983 |
Red Flags
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