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Advisor at EVERHART ADVISORS
Miamisburg, OH | DUBLIN, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EVERHART ADVISORS | Independent wealth | Mar 4, 2016 | n/a | yes | Miamisburg, OH|DUBLIN, OH | Current employment |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Nov 1, 2013 | Jun 27, 2018 | no | DAYTON, OH|MIAMISBURG, OH|PITTSBURGH, PA | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Dec 23, 2011 | Nov 27, 2013 | no | DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | EVERHART ADVISORS | Jun 27, 2018 | Mar 4, 2016 | -845 | Firm change after gap | Other |
| CONCOURSE FINANCIAL GROUP ADVISORS | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Nov 27, 2013 | Nov 1, 2013 | -26 | Firm change | Other |