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Detailed Report
FRANCESCO CIOTOLA
FRANK CIOTOLA
CRD#: 4546916
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Investment Adviser
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Previous Broker
EVERHART ADVISORSCRD#: 107091 535 Metro Place South
Suite 100
DUBLIN, OH 43017
Registration History
2002200420062008201020122014201620182020202220242026IAEVERHART ADVISORS (CRD# 107091)2005 - Present (20 years)BMID ATLANTIC CAPITAL CORPORATION (CRD# 10674)2015 - 2020 (4 years)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2003 - 2015 (12 years)BMONEY CONCEPTS CAPITAL CORP (CRD# 12963)2002 - 2003 (<1 year)IAEFG, INC. (CRD# 107091)2004 - 2004 (<1 year)
License(s)

State Registrations

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Florida 11/21/2017
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Texas 10/6/2017
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Ohio 1/24/2005
Current Registration(s)
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EVERHART ADVISORS (CRD#:107091)
535 Metro Place South Suite 100, DUBLIN, OH 43017
Miami, FL
Registered with this firm since 1/24/2005
Previous Registration(s)
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 12/28/2015 - 03/30/2020 MID ATLANTIC CAPITAL CORPORATION (CRD#:10674) DUBLIN, OH
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 03/03/2003 - 12/28/2015 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) DUBLIN, OH
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 01/06/2004 - 12/31/2004 EFG, INC. (CRD#:107091) DUBLIN, OH
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 08/06/2002 - 03/24/2003 MONEY CONCEPTS CAPITAL CORP (CRD#:12963) PALM BEACH GARDENS, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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
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.