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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everhart Advisors | Dublin | OH | 05/2025 | 01/2026 |
| Linworth Babtist Church | Worthington | OH | 03/2023 | 05/2025 |
| The Ohio State University | Columbus | OH | 08/2019 | 12/2022 |
| Dublin Jerome High School | Dublin | OH | 08/2015 | 08/2019 |
| Everhart Advisors | Dublin | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
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