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Inactive

Jonathan Paul Hlavac

Everhart Advisors

Miamisburg, OH

Dublin, OH

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Current Employers
Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-03-04
  • OH RA
    APPROVED
    Since 2016-03-04

Branch Locations

2 Prestige Place Suite 130, Miamisburg, OH 45342 • United States

5200 Rings Road, Dublin, OH 43017 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Mid Atlantic Capital Corporation Miamisburg OH 11/2013 03/2020
Mid Atlantic Financial Management, Inc. Pittsburgh PA 11/2013 03/2020
Everhart Advisors Miamisburg OH 01/2016 Present
  • 11/2013 → 03/2020
    Mid Atlantic Capital Corporation
    Miamisburg, OH
  • 11/2013 → 03/2020
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 01/2016 → Present
    Everhart Advisors
    Miamisburg, OH
Previous Registrations
  • 2013-11-01 → 2018-08-15
    Mid Atlantic Financial Management, Inc.
    Dayton, OH
    Miamisburg, OH
    Pittsburgh, PA
  • 2011-12-13 → 2013-11-27
    Concourse Financial Group Securities, Inc.
    Dayton, OH
    Dayton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-05
  • S66 Uniform Combined State Law Examination
    2012-11-05
Designations
Other Names
  • Jon Hlavac

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
W&S BROKERAGE SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JOSEPH SAMUEL ZAIDAIN
LAKSHYA ARORA
JOSEPH CARL FISHER
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding
Jeffrey Fuhrer

Other Offices

SUMMIT FINANCIAL, LLC · MIAMISBURG, OH
EAGLE STRATEGIES LLC · MIAMISBURG, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Carrollton, OH
W&S BROKERAGE SERVICES, INC. · Miamisburg, OH
FIFTH THIRD SECURITIES, INC. · MIAMISBURG, OH
EDWARD JONES · WEST CARROLLTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Dayton, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Dayton, OH

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