James Sean O'HAlloran

Current Employers

Employment History

• 07/2010 → Present
  Meg Green & Associates, Inc. D/B/A Mg&A Wealth
  Plantation, FL
• 08/2012 → Present
  Stonex Securities Inc
  Plantation, FL
• 06/2016 → Present
  Meg Green & Associates, Inc. D/B/A Mg&A Wealth
  Plantation, FL

Previous Registrations

• 2010-07-07 → 2016-10-03
  Meg Green & Associates, Inc.
  North Miami Beach, FL
• 2003-02-04 → 2004-12-01
  Bny Mellon Securities Corporation
  Boca Raton, FL

Other Businesses

1. MG&A Wealth 8151 Peters Road Suite 3200 Plantation, FL 33324 Title: Vice-President, Director of Wealth Management, Registered Rep Investment Related Changing DBA 2.GELBWAKS INSURANCE AGENCY, NON-INVESTMENT RELATED, 10051 NW 1 COURT PLANTATION, FL. 33324/ INSURANCE AGENT, REFERRAL OF CLEINT INSURANCE NEEDS TO GELBWALKS INSURANCE AGENCY AS NEEDED/START 05/16/2005, 1HRS MONTHLY, 1HRS MONTHLY, RECOMMENDS LIFE, HEALTH DISABILITY AND LONG TERM HEALTH CARE TO GELBWAKS INSURANCE AGENCY. 3. INSURANCE; NON INVESTMENT RELATED; 21791 PHILMONT COURT BOCA, FL 33428; INSURANCE AGENT; 10/20/1998; O HRS/MTH; O SEC HRS/MTH; NO NEW BUSINESS CONDUCTED THROUGH THIS ENTITY. 4. INSURANCE APPOINTMENTS/INSURANCE AGENCY/2627 IVES DAIRY RD #201 MIAMI, FL. 33180/INSURANCE AGENT/NOT INVESTMENT RELATED/ START 10/20/1998/ 0 HOURS DURING TRADING HOURS/CARRIER APPOINTMENTS ONLY. 5. MG&A Private Capital LLC - 8151 Peters Rd, Suite 3200, Plantation FL, 33324 Nature of Business: managing a private equity fund Investment Related: Yes Business Position: Managing member Business Duties: to identify and recommend private investment opportunities for qualified investment clients Business Start Date: 08/01/2023 Approximately 20 hours spent on this OBA monthly, with 15 during market hours. 6. MG&A Private Assets Fund LLC - 8151 Peters Rd, Suite 3200, Plantation FL, 33324 Nature of Business: MG&A Private Assets Fund LLC was established as the Holding LLC for private equity investments for our clients that are qualified and accredited investors. Investment Related: Yes Business Position: I am a managing member of MG&A Private Capital LLC, which owns MG&A Private Assets Fund LLC Business Duties: As a managing member of MG&A Private Capital, which owns this LLC, I will identify and present private equity investments of established and profitable companies to our clients who are qualified and accredited investors Business Start Date: 08/01/2023 Approximately 20 hours spent on this OBA monthly, with one spent during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-17
• S63 Uniform Securities Agent State Law Examination
  1997-04-16

Other Names

• James Sean Ohallaran
• James Sean Ohalloran
• Sean O'HAlloran