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Max Charles Rosenthal

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 2019-05-27
  • OH RA
    APPROVED
    Since 2019-05-27

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
Everhart Advisors Dublin OH 02/2019 Present
Minneapolis Wealth Advisors Minneapolis MN 09/2017 02/2019
Bearpath Country Club Eden Prairie MN 06/2006 09/2017
  • 02/2019 → Present
    Everhart Advisors
    Dublin, OH
  • 09/2017 → 02/2019
    Minneapolis Wealth Advisors
    Minneapolis, MN
  • 06/2006 → 09/2017
    Bearpath Country Club
    Eden Prairie, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-17
  • S63 Uniform Securities Agent State Law Examination
    2019-05-17
Designations

View on SEC IAPD

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