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Patrick Michael O'HAre

Beacon Trust

Morristown, NJ

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Current Employers
Beacon Trust

163 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-03-10
  • NJ RA
    APPROVED
    Since 2023-03-10

Branch Locations

163 Madison Avenue, Morristown, NJ 07960 • 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
Beacon Trust Morristown NJ 07/2021 Present
Mass Mutual Latham NY 01/2021 05/2021
Full Time Education Morristown NJ 08/2012 01/2021
  • 07/2021 → Present
    Beacon Trust
    Morristown, NJ
  • 01/2021 → 05/2021
    Mass Mutual
    Latham, NY
  • 08/2012 → 01/2021
    Full Time Education
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-06
  • S65 Uniform Investment Adviser Law Examination
    2023-03-06

View on SEC IAPD

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