Frank Gerald Ohara

Current Employers

Employment History

• 09/2019 → 12/2019
  Pacer Financial, Inc.
  Malvern, PA
• 05/2008 → 07/2019
  Verisign
  Reston, VA
• 01/2020 → 12/2020
  N/A
  Sterling, VA
• 01/2021 → Present
  Kristine A. Boelte & Associates, Llc
  Herndon, VA
• 11/2021 → 02/2023
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 02/2023 → Present
  Lifeworks Advisors, Llc
  Herndon, VA

Previous Registrations

• 2021-02-08 → 2023-03-02
  Boelte O'HAra Wealth Management
  Clarksville, VA
  Herndon, VA
  Herndon, VA
• 2009-09-17 → 2011-04-27
  Pacer Advisors, Inc.
  Sterling, VA
  Malvern, PA

Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 5 hrs/month. 2) On a transitional basis, Mr. O'Hara will be dually registered as an Investment Advisor Representative with Kristine A. Boelte & Associates, LLC, and as an Investment Advisor Representative with Lifeworks Advisors, LLC

Exams

• S66 Uniform Combined State Law Examination
  2021-01-27
• S65 Uniform Investment Adviser Law Examination
  2009-09-09
• S63 Uniform Securities Agent State Law Examination
  1988-07-08

Other Names

• Francis Ohara
• Frank O'HAra
• Francis O'HAra