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