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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Monkey Parties And Events Llc | Pickerington | OH | 11/2017 | 05/2018 |
| Capital Choice Office Furniture | Columbus | OH | 06/2018 | 08/2018 |
| Kroger | Pickerington | OH | 12/2018 | 08/2019 |
| Everhart Advisors | Dublin | OH | 06/2020 | 11/2023 |
| Student | Columbus | OH | 11/2013 | 05/2021 |
| Everhart Advisors | Dublin | OH | 11/2023 | Present |
1) Name: Scioto Capital, LLC - Investment-Related: Yes - Address: 30 N Gould St, Ste R, Sheridan, WY 82801 - Nature of the Business: Personal Real Estate Holding Company - Position: Owner - Start-Date: August 2022 - Approx. Hours per Month: 5 - Approx. Hours during trading hours: 0 2) Name: Lifewise Academy -- Investment-Related: No -- Address: 5375 Grace St, Hilliard, OH 43026-1411-- Nature of the Business: Consult on program budgets for a subset of Columbus city school LifeWise programs -- Position: Volunteer Regional Board Member -- Start-Date: September 2024 -- Approx. Hours per Month: 1 -- Approx. Hours during trading hours: 0 -- Mr. Becker receives no compensation for his involvement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-10 |
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