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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-13 |
| OH | RA | APPROVED | 2005-01-24 |
Branch Locations
1 disclosure category 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 | 02/1996 | Present |
| Mid Atlantic Capital Corporation | Dublin | OH | 12/2015 | 03/2020 |
1)THE 401(K)OWNER'S MANUAL~NON-INVESTMENT RELATED~535 METRO PLACE SOUTH, SUITE 100, DUBLIN, OH 43017~BOOK~CO-AUTHOR~AUGUST 2017~0HRS PER MONTH~0HRS PER MONTH DURING MARKET 2)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. 3)Everhart QOF LLC ~ Investment related ~ 6980 Corazon Dr. Dublin, OH 43016 ~ Private Fund investing in qualified opportunity zones ~ 50% owner ~ September 2022 ~ 0HRS PER MONTH~0HRS PER MONTH DURING MARKET~PASSIVE OWNERSHIP 4)FE X 225 LLC ~ Non-investment related ~ 535 Metro Place South, Dublin, OH 43017 ~ Part owner of entity that owns a private jet and leases to Fly Exclusive ~ 33% owner ~ Entity formed in September 2022, purchase complete in March 2023 ~ 0 hrs per month inside and outside business hours ~ no income aside from distributions of profit.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-16 |
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