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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Powell | OH | 01/2014 | 05/2017 |
| Wedgewood Country Club | Powell | OH | 05/2017 | 08/2020 |
| Ohio State University | Columbus | OH | 09/2019 | 12/2022 |
| Northstar Cafe | Columbus | OH | 05/2022 | 01/2024 |
| Egsi Investment Management | Dublin | OH | 01/2024 | 11/2025 |
| Everhart Advisors | Dublin | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
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