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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED_RES | 2017-10-18 |
| OH | RA | APPROVED | 2005-01-24 |
Branch Locations
5200 Rings Road, Dublin, OH 43017 • United States
12140 Carissa Commerce Court Suite 104, Fort Myers, FL 33966 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everhart Advisors | Dublin | OH | 12/2001 | Present |
| Mid Atlantic Capital Corporation | Dublin | OH | 12/2015 | 03/2020 |
| Lighthouse Behavioral Health Solutions Llc | Columbus | OH | 01/2020 | 10/2023 |
| Lighthouse Behavioral Health Solutions Llc | Columbus | OH | 10/2023 | Present |
1) Member, 535 METRO PLACE SOUTH LLC - NON INVESTMENT RELATED - entity owns 5200 RINGS RD, DUBLIN, OH 43017, Everhart Advisors' business location. A portion of the building is rented to tenants. 2) Lighthouse Behavioral Health Solutions LLC. - NON INVESTMENT RELATED - 4000 E Main St A, Columbus, OH 43213 - Consultant and Non-Executive chairman - assists with the direction of the company - 2019-07-01 - $360k/year salary. 3) Cheer Combine LLC and Biscardi Romeo Lighthouse LLC - INVESTMENT RELATED - 11173 Plum Ridge Place Plain City OH 43064 - business investing - Partner - 10/23/2023 - passive income. 4) Aqua Nest by Waterbird Home Solutions - NON-INVESTMENT RELATED - 1051 Mill Rd, Bellville, OH 44813 - patented water filtration system - Minority investor and strategic advisor - 11/14/2025 - passive income.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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