Nickolas Kerrigan Ohara

Current Employers

Employment History

• 02/2018 → Present
  Devlin Financial Services
  Aspen, CO
• 01/2015 → Present
  Meat And Cheese
  Aspen, CO
• 09/2014 → Present
  Hops Culture
  Aspen, CO
• 11/2018 → 09/2023
  Sagepoint Financial, Inc.
  Aspen, CO
• 09/2023 → Present
  Osaic Wealth, Inc.
  Aspen, CO

Previous Registrations

• 2019-06-26 → 2023-09-01
  Osaic Services, Inc.
  Aspen, CO

Other Businesses

1. DEVLIN FINANCIAL SERVICES POSITION: Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2018 ADDRESS: 312 AABC, Suite F, Aspen CO 81611, United States DESCRIPTION: Writing reports, filing, document management, scheduling 2. AFIS INVESTMENTS LLC POSITION: President NATURE: LLC S Corp for tax purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2022 ADDRESS: 312 AABC, STE F, Aspen CO 81611, United States DESCRIPTION: This entity is for tax purposes only 3. PRECISION TAX PLANNING POSITION: Enrolled Agent NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2025 ADDRESS: 312 AABC STE F, Aspen CO 81611, United States DESCRIPTION: This is for preliminary approval only and has not been started or created yet. I need approval before I commit to this business and exam prep. I will provide tax preparation for individuals and businesses after I receive an Enrolled Agent accreditation. All answers here are projections. I would like to promote this on our website if possible. If not, that's okay too.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-25

Designations