# PATRICK COLM O'HARA

PATRICK COLM O'HARA is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-01-01 | present | Yes |
| [WACKER WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/145931) | 2008-01-24 | 2024-04-30 | — |
| [REW INC.](https://search.stillhousedata.com/firm/112310) | 2006-11-02 | 2008-02-05 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2004-11-04 | 2006-09-29 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2003-03-31 | 2004-11-08 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1997-07-08 | 2003-03-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2446216)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2446216.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.