Individual Firm
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STEVEN GLENN MURLIN
STEVE MURLIN
CRD#: 1045174
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EVERHART ADVISORSCRD#: 107091 535 METRO PLACE SOUTH
SUITE 100
DUBLIN, OH 43017
SUITE 100
DUBLIN, OH 43017
View By:
10/29/2014
Customer Dispute
Denied
State Registrations
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Ohio 4/1/2010
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Registered with this firm since 4/1/2010
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/28/2015 - 03/30/2020 | DUBLIN, OH | |
B | 03/31/2010 - 12/28/2015 | DUBLIN, OH | |
IA | 06/01/2009 - 04/14/2010 | DUBLIN, OH | |
B | 06/01/2009 - 04/14/2010 | DUBLIN, OH | |
IA | 12/07/1999 - 06/01/2009 | DUBLIN, OH | |
B | 09/30/1997 - 06/01/2009 | DUBLIN, OH | |
B | 06/18/1996 - 10/13/1997 | BOSTON, MA | |
B | 07/08/1982 - 02/19/1986 |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.