JAMES MICHAEL OCASIO is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with FIDELITY INSTITUTIONAL WEALTH ADVISER LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 2023-02-22 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2022-05-05 | 2023-01-09 | — |