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Patrick Joseph Burke

O'HAgan Group, Inc.

Bethlehem, PA

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Current Employers
O'HAgan Group, Inc.

1429 West Broad Street, Bethlehem, PA 18018 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-30
  • PA RA
    APPROVED
    Since 2021-09-30

Branch Locations

1429 West Broad Street, Bethlehem, PA 18018 • 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
Continental - United Airlines Chicago IL 06/1981 12/2016
Kms Financial Services, Inc. Seattle WA 09/2013 11/2020
Arbor Point Advisors Bethlehem PA 11/2020 09/2021
O'HAgan Group, Inc Bethlehem PA 09/2021 Present
  • 06/1981 → 12/2016
    Continental - United Airlines
    Chicago, IL
  • 09/2013 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → 09/2021
    Arbor Point Advisors
    Bethlehem, PA
  • 09/2021 → Present
    O'HAgan Group, Inc
    Bethlehem, PA
Previous Registrations
  • 2020-11-06 → 2021-09-30
    Arbor Point Advisors
    Bethlehem, PA
  • 2013-09-18 → 2020-11-06
    Kms Financial Services, Inc.
    Daytona Beach, FL
    Seattle, WA
    Bethlehem, PA
    Bethlehem, PA
    Seattle, WA
  • 2012-10-01 → 2013-12-31
    Pks Advisory Services, Llc
    Bethlehem, PA
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-12
  • S65 Uniform Investment Adviser Law Examination
    2012-07-12

View on SEC IAPD

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Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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