Best Investors Account Sign in
Claim This Profile
Current Employers
Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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

Other Names
  • Lisa Howard
  • Lisa A Howard
  • Lisa A. Block

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miamisburg, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor