Shaun O'hare

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-03-07

MA RA
APPROVED

Since 2023-03-07

Branch Locations

401 Edgewater Place Suite 105, Wakefield, MA 01880 • United States

Cambridge, MA • United States

160 Gould Street Suite 212, Needham Heights, MA 02494 • 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
Ameriprise Financial Services, Inc	Marlborough	MA	06/2018	06/2020
Bentley University	Waltham	MA	08/2017	05/2018
The Mehta Wealth Management Group	Marlborough	MA	05/2017	12/2017
Bentley University	Waltham	MA	05/2017	08/2017
Bentley University	Waltham	MA	08/2016	05/2017
Bentley University	Waltham	MA	08/2017	05/2018
Bentley University	Waltham	MA	08/2016	05/2017
Unemployed	Tyngsboro	MA	07/2020	09/2020
Nylife Securities Llc	Waltham	MA	04/2021	05/2022
Atlantic Planning Group	Waltham	MA	10/2020	Present
Alpha View Wealth Advisors	Malborough	MA	05/2018	06/2020
Eagle Strategies Llc	Waltham	MA	06/2021	05/2022
Osaic Wealth, Inc.	Needham Heights	MA	05/2022	Present

06/2018 → 06/2020

Ameriprise Financial Services, Inc

Marlborough, MA
08/2017 → 05/2018

Bentley University

Waltham, MA
05/2017 → 12/2017

The Mehta Wealth Management Group

Marlborough, MA
05/2017 → 08/2017

Bentley University

Waltham, MA
08/2016 → 05/2017

Bentley University

Waltham, MA
08/2017 → 05/2018

Bentley University

Waltham, MA
08/2016 → 05/2017

Bentley University

Waltham, MA
07/2020 → 09/2020

Unemployed

Tyngsboro, MA
04/2021 → 05/2022

Nylife Securities Llc

Waltham, MA
10/2020 → Present

Atlantic Planning Group

Waltham, MA
05/2018 → 06/2020

Alpha View Wealth Advisors

Malborough, MA
06/2021 → 05/2022

Eagle Strategies Llc

Waltham, MA
05/2022 → Present

Osaic Wealth, Inc.

Needham Heights, MA

Previous Registrations

2021-07-19 → 2022-05-17

Eagle Strategies Llc

Waltham, MA

Other Businesses

1. CENTINEL FINANCIAL GROUP, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/25/2023 ADDRESS: 160 Gould Street, Needham Heights MA 02494, United States DESCRIPTION: I am an insurance producer and sell insurance to clients who have insurance needs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-08

S66 Uniform Combined State Law Examination

2022-04-08

Designations

Other Names

Shaun Michael Ohare
Shaun Ohare

View on SEC IAPD