Daniel Francis O'neill

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-11

MA RA
APPROVED

Since 2025-07-11

Branch Locations

200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Boston	MA	09/2014	11/2016
Wells Fargo Clearing Services, Llc	Boston	MA	11/2016	07/2025
Lpl Financial Llc	Waltham	MA	07/2025	Present

09/2014 → 11/2016

Wells Fargo Advisors Llc

Boston, MA
11/2016 → 07/2025

Wells Fargo Clearing Services, Llc

Boston, MA
07/2025 → Present

Lpl Financial Llc

Waltham, MA

Other Businesses

1. Daniel ONeill - Non-Variable Insurance - Investment Related - Waltham, MA 02453 - Start Date: 06/10/2025 - 10 Hrs/Mth - 2 Hrs During Trading. - Time Spent: 10

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-07-12
S63	Uniform Securities Agent State Law Examination	1997-06-05

S65 Uniform Investment Adviser Law Examination

2001-07-12
S63 Uniform Securities Agent State Law Examination

1997-06-05

Other Names

Daniel Francis Oneill
Daniel Francis Oneill

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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