Shane D O'HAra

Current Employers

Employment History

• 01/2015 → Present
  Provise Management Group, Llc
  Clearwater, FL
• 01/2015 → Present
  Kestra Investment Services, Llc
  Clearwater, FL
• 01/2026 → Present
  Provise Management Company, Inc.
  Clearwater, FL

Previous Registrations

• 2016-04-27 → 2021-12-08
  Kestra Advisory Services, Llc
  Clearwater, FL
  Tampa, FL

Other Businesses

Name: ProVise Management Group, LLC - Investment Related: Yes - Address: Clearwater, FL 33759 - Nature: Registered Rep activities through Kestra Investment Services, LLC using a DBA name Position: Partner - Title: Executive Vice President - Start Date: 1/5/2015 - Hrs/Mth: 91% - 100% Hrs/mth during trading: 91% - 100% - Duties: Administrative duties related to investment advisory services, financial planning and wealth management areas. Name: Provise Management Company, Inc. - Investment Related: No - Address: Clearwater, FL 33759 - Nature: Management Company - Position: Partner - Title: Principal - Start Date: 01/01/2021 - Hrs/Mth: 5 - Hrs/Mth during trading: 5 - Duties: Management of ProVise Management Group, LLC Name: Creative Pinellas - INVESTMENT RELATED: No - ADDRESS: St. Petersburg FL 33743 - NATURE: Board position (Board of Directors, Board of Trustees, etc.) - POSITION - Board Member - TITLE: Member - START DATE: 07/01/2023 - # OF HOURS: 5 SECURITIES TRADING HOURS: 0 - DESCRIPTION: Contribute to the organizations mission of supporting and promoting local artists.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-01

Designations

Other Names

• Shane D Ohara