Inactive

Christopher John O'SHea

Financial Consulate

Hunt Valley, MD

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Current Employers

Financial Consulate

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-15
MD	RA	APPROVED	2015-01-06
PA	RA	APPROVED	2015-01-06

TX RA
APPROVED

Since 2023-11-15
MD RA
APPROVED

Since 2015-01-06
PA RA
APPROVED

Since 2015-01-06

Branch Locations

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

1302 Proline Place, Gettysburg, PA 17325 • United States

Fallston, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Financial Consulate Inc.	Hunt Valley	MD	09/2013	Present

09/2013 → Present

The Financial Consulate Inc.

Hunt Valley, MD

Previous Registrations

1992-01-21 → 2003-11-18

Financial Consulate

Lutherville, MD

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-08-22

S63 Uniform Securities Agent State Law Examination

1989-08-22

Designations

Other Names

Chris O'SHea
Christopher John Oshea

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

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