Notification of Changes for Business Entity
General Information  
Business Entity Name: EVERHART FINANCIAL GROUP, INC.
Incorporation / Formation Date:  
FEIN: 31-1440043
Ohio License Number: 1091992
NPN: 17816306
DBA / Trade Name: EVERHART ADVISORS
State of Domicile: OH
County: FRANKLIN
Business Address  
Address 1: 535 METRO PLACE SOUTH
Address 2: SUITE 100
City: DUBLIN
State: OH
Zip: 43017
Phone: 6127179705
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 535 METRO PLACE SOUTH
Address 2: SUITE 100
City: DUBLIN
State: OH
Zip: 43017
   
Indicate the type of change you are seeking
Address Change: YES
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: NO
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: STEVEN REINSEL
Title: CHIEF COMPLIANCE OFFICER
Phone Number: 6147179705
Email Address: STEVENR@EVERHARTADVISORS.COM