This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 18, 2015

First registration

Jul 20, 2015

Dual registered

yes, broker-dealer

Other names

MICHAEL A OHARA|MICHAEL ANTHONY O'HARA|Michael Anthony OHara

IAPD individual key

6470858

• Occurred

  Dec 4, 2025
  Advisor changed firm

  Michael O'Hara left Strategic Advisers Llc for Charles Schwab & Co., Inc. (registered 2025-12-23)

  Form ADVobserved 6 days ago
• Occurred

  Feb 4, 2022
  Advisor changed firm

  Michael O'Hara left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2022-05-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0e0cab54-79f7-3f54-d8fb-5ab44b568703

First observed

Jul 20, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.