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Inactive

Patrick Joseph Burke

O'HAgan Group, Inc.

Bethlehem, PA

CRD 730589

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Employer firm

O'hAgan Group, Inc. CRD 315389

$1.25B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT

Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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