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Clark Alan Engle

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 2022-01-25
  • OH RA
    APPROVED
    Since 2022-01-25

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
The Ohio State University Columbus OH 08/2013 06/2017
Strategic Capital Advisors Springield OH 10/2017 08/2019
Na Springfield OH 06/2017 10/2017
Souders Financial Advisors, Llc Springfield OH 08/2018 01/2022
Everhart Advisors Dublin OH 01/2022 Present
  • 08/2013 → 06/2017
    The Ohio State University
    Columbus, OH
  • 10/2017 → 08/2019
    Strategic Capital Advisors
    Springield, OH
  • 06/2017 → 10/2017
    Na
    Springfield, OH
  • 08/2018 → 01/2022
    Souders Financial Advisors, Llc
    Springfield, OH
  • 01/2022 → Present
    Everhart Advisors
    Dublin, OH
Previous Registrations
  • 2019-08-25 → 2022-01-14
    Souders Financial Advisors, Llc
    Springfield, OH
    Cincinnati, OH
  • 2018-02-15 → 2019-08-20
    Advantage Investment Management, Llc
    Springfield, OH
Other Businesses

licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-15
  • S65 Uniform Investment Adviser Law Examination
    2018-02-15
Designations

View on SEC IAPD

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Other Investors

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Jacob Palmer Martin
Michael Klubnik
JESSICA ANNE Hultberg
Timothy Joseph Burkett
Abigail Rose
ANDREW PAUL KEELER
MARK D BEAVER

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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