0001947242-24-000005.txt : 20240521
0001947242-24-000005.hdr.sgml : 20240521
20240521102250
ACCESSION NUMBER: 0001947242-24-000005
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: MURPHY,JAMES,EDWARD,
FILED AS OF DATE: 20240517
DATE AS OF CHANGE: 20240521
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Evercrest Advisors, LLC
CENTRAL INDEX KEY: 0001947242
ORGANIZATION NAME:
IRS NUMBER: 920320729
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05678
FILM NUMBER: 24967397
BUSINESS ADDRESS:
STREET 1: 20 GLENDALE ROAD
CITY: NEEDHAM
STATE: MA
ZIP: 02492
BUSINESS PHONE: 508-264-7474
MAIL ADDRESS:
STREET 1: 4 SOUTH ORANGE AVENUE
STREET 2: #1241
CITY: SOUTH ORANGE
STATE: NJ
ZIP: 07079
MA-I/A
1
primary_doc.xml
MA-I/A
0001947242
XXXXXXXX
Aaron
Castillo
acastillo@alternativereg.com
acastillo@alternativereg.com
Y
0001947242-23-000002
N
James
Edward
Murphy
N
1
0001947242
Evercrest Advisors, LLC
09-09-2022
N
867-02617
LOCATED
SUPERVISED
09-09-2022
SUPERVISED
09-09-2022
09-2022
Evercrest Advisors LLC
SOUTH ORANGE
NJ
07079
Y
N
Managing Director/Member
08-2002
09-2022
Swap Financial Group LLC
NEW YORK
NY
10022
Y
Y
Managing Director
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
05-17-2024
Kimberly McManus
President, Alternative Regulatory Solutions, LLC