Best Investors Account Sign in
Inactive

John Charles Fontana

O'HAgan Group, Inc.

Bethlehem, PA

Claim This Profile
Current Employers
O'HAgan Group, Inc.

1429 West Broad Street, Bethlehem, PA 18018 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-30
  • PA RA
    APPROVED
    Since 2021-09-30

Branch Locations

1429 West Broad Street, Bethlehem, PA 18018 • 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
OrganizationCityStateFromTo
Ingersoll Rand Piscataway NJ 10/1986 Present
Kms Financial Services, Inc. Seattle WA 10/2015 11/2020
Arbor Point Advisors Bethlehem PA 11/2020 09/2021
O'HAgan Group, Inc. Bethlehem PA 09/2021 Present
  • 10/1986 → Present
    Ingersoll Rand
    Piscataway, NJ
  • 10/2015 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → 09/2021
    Arbor Point Advisors
    Bethlehem, PA
  • 09/2021 → Present
    O'HAgan Group, Inc.
    Bethlehem, PA
Previous Registrations
  • 2020-11-06 → 2021-09-30
    Arbor Point Advisors
    Bethlehem, PA
  • 2015-10-02 → 2020-11-06
    Kms Financial Services, Inc.
    Bethlehem, PA
    Bethlehem, PA
    Seattle, WA
  • 2012-11-27 → 2013-10-07
    Pks Advisory Services, Llc
    Bethlehem, PA
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-27
  • S65 Uniform Investment Adviser Law Examination
    2010-11-27

View on SEC IAPD

Other Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor