Lisa A Block

Employer firm

Everhart Advisors CRD 107091

$2.46B regulatory AUM 554 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2019-01-31

OH RA
APPROVED

Since 2019-01-31

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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Mid Atlantic Capital Corporation	Miamisburg	OH	11/2013	03/2020
Everhart Advisors	Miamisburg	OH	01/2016	Present

11/2013 → 03/2020

Mid Atlantic Capital Corporation

Miamisburg, OH
01/2016 → Present

Everhart Advisors

Miamisburg, OH

Other Businesses

EVERHART ADVISORS~INVESTMENT RELATED~2 PRESTIGE PLACE, SUITE 130, MIAMISBURG, OH 45342~RIA~SENIOR PLAN CONSULTANT~JANUARY 2016~160HRS PER MONTH~140HRS PER MONTH DURING MARKET~CONSULTING AND SALES OF INSURANCE

Employer firm

Current Employers

Everhart Advisors

Disclosures

Employment History

Other Businesses

Other Names

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