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438 East Union Street, Newark, NY 14513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-07 |
| TX | RA | APPROVED | 2019-04-23 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibn Financial Services, Inc. | Liverpool | NY | 05/2011 | 04/2018 |
| Sagepoint Financial, Inc. | Newark | NY | 04/2018 | 06/2018 |
| O'HAver Financial Llc | Jamesville | NY | 07/2011 | Present |
| O'HAver Wealth Management, Llc | Newark | NY | 01/2019 | Present |
PROVIDES FINANCIAL SALES AND SERVICES UNDER "O'HAVER FINANCIAL, LLC.",INDEPENDENT INSURANCE AGENT SELLING DISABILITY, FIXED ANNUITIES, LIFE/PROPERTY-CASUALTY/ MEDICARE/ HEALTH, AND LONG TERM CARE INSURANCE. UNDER,"O'Haver Securities,LLC," A DBA, PROVIDES TAX PREPARATION SERVICES, PROPERTY & CASUALTY INSURANCE, PAYROLL, TAX PREPARATION THROUGH A NETWORK OF CPA'S. DBA "NICHOLS FINANCIAL SERVICES" PROVIDES PROPERTY & CASUALTY INSURANCE, PAYROLL, TAX PREPARATION SERVICES. Joseph O'Haver; President & CEO; O'Haver Financial; Investment related: Yes; Location: 438 E Union Street, Newark, NY 14513; Description of the business: perform the services of tax preparation, accounting, payroll processing, insurance sales and Third Party Administration; Business Started: 2011-07-12; During trading hours: 4 hour - During outside trading hours: 4 hour - Expected total yearly compensation derived from the business: 50%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-15 |
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