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Gerard J. O'hare

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CRD#: 1005283
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerard Joseph O'hare, who also goes by Gary O'hare, Gerard Joseph Ohare, was a registered financial professional .

Gerard is a previously registered financial professional and started their career in finance in 1981. Gerard had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary O'hare | Gerard Joseph Ohare

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 4, 2002 - October 26, 2004

HENNION & WALSH, INC.

BD
CRD#: 25766
PARSIPPANY, NJ
Past

August 23, 1996 - July 12, 2002

GOLDEN HARRIS CAPITAL GROUP, INC.

BD
CRD#: 13889
WEST ORANGE, NJ
Past

March 13, 1989 - August 15, 1996

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ
Past

February 1, 1989 - February 1, 1989

GLICKENHAUS & CO. - NEW JERSEY

BD
CRD#: 7302
Past

February 1, 1989 - March 25, 1992

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

BD
CRD#: 23906
Past

May 31, 1988 - January 7, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

February 13, 1986 - December 26, 1986

LISS TENNER & GOLDBERG SECURITIES CORPORATION

BD
CRD#: 8173
Past

September 13, 1984 - June 2, 1988

GLICKENHAUS & CO. - NEW JERSEY

BD
CRD#: 7302
Past

January 1, 1984 - September 19, 1984

KENNEY & BRANISEL MUNICIPALS, INC.

BD
CRD#: 11112
Past

November 17, 1981 - January 4, 1984

WARD, BRITTANY & CO., INC.

BD
CRD#: 10032

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


H&
HENNION & WALSH, INC.
HENNION & WALSH, INC. | NORI, HENNION, WALSH, INC.

CRD#: 25766 / SEC#: , 8-41988

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Mailing Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Phone number
(973) 299-8989
Established
New Jersey since 10/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HENNION, RICHARDEXECUTIVE VICE PRESIDENT1315386
WALSH, WILLIAM WALTERPRESIDENT1174993
FITZSIMMONS, PHILLIPCHIEF COMPLIANCE OFFICER1625889
HENNION, WILLIAMVICE PRESIDENT2048378
KOWALSKI, STEPHEN GEORGEVICE PRESIDENT1919574
MAHN, KEVIN DOUGLASMANAGING DIRECTOR2519398
WURST, WENDY ANNFINOP, TREASURER1902879

Disclosures


Regulatory Event12
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HENNION & WALSH, INC.

CRD#: 25766

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