Terrance Edward Oneil

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2018-05-25

Branch Locations

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Magnolia	WA	07/2016	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Magnolia	WA	07/2016	05/2018
Clear Creek Financial Management, Llc	Seattle	CA	05/2018	Present

07/2016 → 05/2018

Bank Of America, N.A.

Magnolia, WA
07/2016 → 05/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Magnolia, WA
05/2018 → Present

Clear Creek Financial Management, Llc

Seattle, CA

2016-07-26 → 2018-06-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seattle, WA
2015-09-18 → 2016-07-20

Clear Creek Financial Management, Llc

Seattle, WA

Silverdale, WA

Seattle, WA
2011-09-07 → 2015-08-03

Financial Advocates Investment Management

Olympia, WA
2009-06-01 → 2011-09-28

Morgan Stanley

Bellevue, WA

Bellevue, WA
2004-01-20 → 2009-06-01

Citigroup Global Markets Inc.

Bellevue, WA

Bellevue, WA
2000-05-15 → 2004-01-21

Morgan Stanley Dw Inc.

Seattle, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-09-24