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Clay J Acer

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 2026-03-05
  • OH RA
    APPROVED
    Since 2026-03-05

Branch Locations

5200 Rings Road, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Financial Advisors Llc Columbus OH 10/2017 08/2018
Wallick Communities Columbus OH 03/2016 10/2017
Everhart Advisors Dublin OH 03/2026 Present
Trinity Financial Advisors Llc Columbus OH 08/2018 02/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-31
  • S65 Uniform Investment Adviser Law Examination
    2018-01-31
Designations

View on SEC IAPD

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