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Michael J Ohara

Morgan Stanley

Indianapolis, IN

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-01
  • IN RA
    APPROVED
    Since 2024-01-01

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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
Kovitz Securities, Llc Chicago IL 06/2015 03/2017
Kovitz Investment Group Partners, Llc Chicago IL 01/2016 03/2017
Stifel Nicolaus & Co Inc Indianapolis IN 07/2017 05/2018
Bridge International Chicago IL 03/2017 03/2017
Unemployed Chicago IL 04/2017 06/2017
Morgan Stanley Indianapolis IN 10/2023 Present
Castle Investment Advisors Indianapolis IN 05/2018 07/2020
Valeo Financial Advisors Carmel IN 06/2022 10/2023
Unemployed Westfield IN 07/2020 06/2022
  • 06/2015 → 03/2017
    Kovitz Securities, Llc
    Chicago, IL
  • 01/2016 → 03/2017
    Kovitz Investment Group Partners, Llc
    Chicago, IL
  • 07/2017 → 05/2018
    Stifel Nicolaus & Co Inc
    Indianapolis, IN
  • 03/2017 → 03/2017
    Bridge International
    Chicago, IL
  • 04/2017 → 06/2017
    Unemployed
    Chicago, IL
  • 10/2023 → Present
    Morgan Stanley
    Indianapolis, IN
  • 05/2018 → 07/2020
    Castle Investment Advisors
    Indianapolis, IN
  • 06/2022 → 10/2023
    Valeo Financial Advisors
    Carmel, IN
  • 07/2020 → 06/2022
    Unemployed
    Westfield, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27
Other Names
  • Michael John O'HAra
  • Michael John O Hara
  • Michael John Ohara
  • Michael J Ohara
  • Michael J O'HAra

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
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CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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