Matthew O'hara

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Parma	OH	05/2022	12/2023
First National Bank	Strongsville	OH	09/2019	05/2022
Us Bank	Mentor	OH	05/2019	09/2019
First National Bank	Beachwood	OH	12/2016	05/2019
Colortone Staging And Rentals	Solon	OH	08/2012	12/2016
Kent State University	Kent	OH	06/2021	05/2022
Bank Of America, N.A.	Parma	OH	08/2022	12/2023
Fidelity Investments	Westlake	TX	01/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2022 → 12/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Parma, OH
09/2019 → 05/2022

First National Bank

Strongsville, OH
05/2019 → 09/2019

Us Bank

Mentor, OH
12/2016 → 05/2019

First National Bank

Beachwood, OH
08/2012 → 12/2016

Colortone Staging And Rentals

Solon, OH
06/2021 → 05/2022

Kent State University

Kent, OH
08/2022 → 12/2023

Bank Of America, N.A.

Parma, OH
01/2024 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-06