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TO

Timothy J. O'mara

OCOEE, FL 34761
Some features on this profile are disabled
CRD#: 5525485
TO
Timothy James O'mara

Professional summary

Timothy James O'mara, who also goes by Timothy J O Mara, Timothy James O Mara, Tim O'mara, Timothy J O'mara, Timothy James O'mara, Timothy James Omara, Timothy Omara, was a registered financial advisor .

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Timothy had worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Timothy J O Mara | Timothy James O Mara | Tim O'mara | Timothy J O'mara | Timothy James O'mara | Timothy James Omara | Timothy Omara

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.
Entity Name: Tim O'Mara Productions Investment related: No "Address: 81 Huntington Road Garden City, NY 11530" Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 05/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent music producer

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

Current

September 16, 2026 - Present

Office #1: 2700 Old Winter Garden Road, Ocoee, FL 34761
OCOEE, FL
Past

September 3, 2024 - July 28, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
New York, NY
Past

August 30, 2024 - July 28, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
New York, NY
Past

March 28, 2017 - March 29, 2023

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
New York, NY
Past

October 22, 2014 - March 29, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

October 22, 2014 - March 29, 2023

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 9, 2014 - October 24, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEW YORK, NY
Past

February 9, 2012 - October 23, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NEW YORK, NY
Past

October 21, 2011 - February 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

September 29, 2011 - February 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

October 9, 2008 - September 14, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HEATHROW, FL
Past

September 26, 2008 - September 14, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HEATHROW, FL
Past

June 6, 2008 - June 17, 2008

NORTH AMERICAN CLEARING, INC.

BD
CRD#: 39118
LONGWOOD, FL

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/22/2026)
IAR
New York
(9/16/2026)
IAR
Texas
(9/16/2026)
IAR
Virginia
(9/16/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/3/2008
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 31
Status Unavailable
Passed: 3/27/2017
Futures Managed Funds Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 6/4/2008
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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