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Carson David Pearlman

Everhart Advisors

Dublin, OH

Fort Myers, FL

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Current Employers
Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-30
  • FL RA
    APPROVED
    Since 2021-07-30

Branch Locations

5200 Rings Road, Dublin, OH 43017 • United States

12140 Carissa Commerce Court Suite 104, Fort Myers, FL 33966 • 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
Jacksonville University Jacksonville FL 08/2016 04/2020
Hurley Fort Myers FL 05/2018 08/2018
Fedex Fort Myers FL 05/2020 09/2020
Ecoshield Pest Control Gilbert AZ 04/2019 08/2020
Case Pearlman Retirement Plan Advisors, Llc Fort Myers FL 09/2020 07/2021
Everhart Advisors Fort Myers FL 07/2021 Present
  • 08/2016 → 04/2020
    Jacksonville University
    Jacksonville, FL
  • 05/2018 → 08/2018
    Hurley
    Fort Myers, FL
  • 05/2020 → 09/2020
    Fedex
    Fort Myers, FL
  • 04/2019 → 08/2020
    Ecoshield Pest Control
    Gilbert, AZ
  • 09/2020 → 07/2021
    Case Pearlman Retirement Plan Advisors, Llc
    Fort Myers, FL
  • 07/2021 → Present
    Everhart Advisors
    Fort Myers, FL
Previous Registrations
  • 2021-02-17 → 2021-10-06
    Case Pearlman Retirement Plan Advisors, Llc
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-11
  • S65 Uniform Investment Adviser Law Examination
    2021-02-11

View on SEC IAPD

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