Tara Louise Mchugh-Hollister

Current Employers

Employment History

• 10/2007 → Present
  Cuso Financial Sercices, Lp
  San Diego, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Harrisburg, PA

Previous Registrations

• 2021-01-04 → 2025-01-24
  Osaic Fa, Inc.
  Exton, PA
  Harrisburg, PA
• 2016-07-11 → 2021-01-04
  Cuso Financial Services, L.P.
  Harrisburg, PA

Other Businesses

1) TARA MCHUGH-HOLLISTER/INSURANCE 5 CAPITAL DRIVE SUITE 101 HARRISBURG PA 17110 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 01/04/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2)TARA MCHUGH-HOLLISTER 323 WOODLAND VIEW COURT HARRISBURG PA 17110 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: MAINTENANCE OF RENTAL PROPERTY START DATE: 4/1/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) CAPITAL WEALTH MANAGEMENT GROUP, LLC POSITION: Owner NATURE: Forming my own LLC for the purpose of marketing my own financial services business. I will be separating from my current group (Delphi Wealth Management) as of 1/1/26. I will continue to operate under Osaic Wealth and Nexus Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 143 START DATE: 01/01/2026 ADDRESS: 5 Capital Drive, Ste. 101, Harrisburg PA 17110, United States DESCRIPTION: Financial advisor: meeting with clients, reviewing their investment portfolios, making recommendations, business planning, marketing, management of staff. To pay business and staff expenses 4) CAPITAL WEALTH MANAGEMENT GROUP 401K PLAN POSITION: Trustee NATURE: Trustee for the Capital Wealth Management Group 401k plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 5 Capital Drive, Ste. 101, Harrisburg PA 17110, United States DESCRIPTION: Acting as a trustee and working with Dunbar, Bender and Zapf as the TPA. The accounts will be held at SEI Private Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-11
• S63 Uniform Securities Agent State Law Examination
  2006-12-21

Other Names

• Tara Louise Mchugh-Holllister
• Tara Louise Mchugh