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Thomas Edward Carline

Everhart Advisors

Dublin, OH

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Current Employers
Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-02-23
  • OH RA
    APPROVED
    Since 2021-02-23

Branch Locations

5200 Rings Road, Dublin, OH 43017 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Trinity Pension Consultants Columbus OH 09/2013 02/2021
Everhart Advisors Dublin OH 02/2021 Present
  • 09/2013 → 02/2021
    Trinity Pension Consultants
    Columbus, OH
  • 02/2021 → Present
    Everhart Advisors
    Dublin, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-11
S63 Uniform Securities Agent State Law Examination 2008-12-19
  • S65 Uniform Investment Adviser Law Examination
    2012-04-11
  • S63 Uniform Securities Agent State Law Examination
    2008-12-19

View on SEC IAPD

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