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Philip W Parker

Everhart Advisors

Dublin, OH

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Current Employers
Everhart Advisors

5200 Rings Road, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-02-28
  • OH RA
    APPROVED
    Since 2020-02-28

Branch Locations

5200 Rings Road, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington OH 08/2017 05/2018
Young Life Cincinnati OH 08/2015 07/2017
Ameriprise Financial Services, Inc Fort Wayne IN 05/2018 01/2020
Everhart Advisors Dublin OH 02/2020 Present
  • 08/2017 → 05/2018
    Fidelity Investments
    Covington, OH
  • 08/2015 → 07/2017
    Young Life
    Cincinnati, OH
  • 05/2018 → 01/2020
    Ameriprise Financial Services, Inc
    Fort Wayne, IN
  • 02/2020 → Present
    Everhart Advisors
    Dublin, OH
Previous Registrations
Other Businesses

Licensed insurance agent in OH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-11
S63 Uniform Securities Agent State Law Examination 2017-09-28
  • S65 Uniform Investment Adviser Law Examination
    2018-06-11
  • S63 Uniform Securities Agent State Law Examination
    2017-09-28
Designations
Other Names
  • Philip Warren Parker
  • Phil Parker
  • Philip Parker

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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