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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-11-25 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Hanover, MA • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Hingham | MA | 04/2013 | 11/2018 |
| O'NEil Wealth Services, Llc | Hingham | MA | 04/2013 | Present |
| Patriot Financial Group | Westborough | MA | 11/2018 | 03/2019 |
| Patriot Wealth Strategies, Llc | Princeton | MA | 09/2019 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Higham | MA | 04/2013 | 11/2018 |
| International Assets Investment Management, Llc | Hanover | MA | 10/2020 | Present |
O'NEIL WEALTH SERVICES, LLC 41 GARDNER WAY, HANOVER, MA 02339 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/PRESIDENT SINCE 4/2013 - APPROX 160 HRS/MO - FEES/COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-26 |
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