# MARK AARON LEE EVERS

MARK AARON LEE EVERS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XY INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285967) | 2025-09-15 | present | Yes |
| [CONCURRENT FINANCIAL PLANNING CENTER, LLC](https://search.stillhousedata.com/firm/293564) | 2025-03-05 | 2025-11-05 | — |
| [IMPERIUM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/159148) | 2020-08-25 | 2020-12-24 | — |
| [STRATEGIC FINANCIAL CONCEPTS, LLC](https://search.stillhousedata.com/firm/141849) | 2014-04-28 | 2020-07-21 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2009-11-13 | 2010-10-14 | — |
| [STRATEGIC FINANCIAL CONCEPTS, LLC](https://search.stillhousedata.com/firm/141849) | 2008-06-06 | 2009-07-14 | — |
| [AMERICAN GENERAL SECURITIES INCORPORATED](https://search.stillhousedata.com/firm/13626) | 2008-05-28 | 2008-10-28 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2005-12-12 | 2007-09-21 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2005-09-13 | 2005-10-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4214366)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4214366.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.