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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-04-01 |
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 | 03/2010 | Present |
| Mid Atlantic Capital Corporation | Dublin | OH | 12/2015 | 03/2020 |
Licensed insurance agent in OH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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