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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everhart Advisors | Dublin | OH | 06/2019 | Present |
| Student | Lewis Center | OH | 08/2002 | 05/2019 |
| Everhart Advisors | Dublin | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
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