Conor Kenneth Weir

Current Employers

Employment History

• 11/2014 → 12/2018
  Lpl Financial Llc
  Long Beach, CA
• 11/2014 → 12/2018
  Independent Financial Partners
  Long Beach, CA
• 12/2018 → 01/2022
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 12/2021
  Triad Advisors
  Norcross, GA
• 11/2021 → 07/2023
  Nfp Retirement Inc.
  Aliso Viejo, CA
• 05/2023 → Present
  Accelerate Investment Advisors Llc
  Aliso Viejo, CA

Previous Registrations

• 2021-12-02 → 2023-07-31
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 2018-12-03 → 2022-01-06
  Onedigital
  Long Beach, CA
  Overland Park, KS
• 2014-11-21 → 2018-12-31
  Independent Financial Partners
  Long Beach, CA
  Long Beach, CA
• 2012-06-15 → 2014-11-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Beach, CA
  Rolling Hills Estates, CA

Other Businesses

1) RBG ;investment related; 5199 E. Pacific Hwy,Suite 602,Long Beach,CA 90804;investment advisory;managing director;11/24/2014; 80 hrs/month;4 hrs during trading;non-officer,registered investment advisor 2) Resources Investment Advisors LLC; investment related; 4860 College Blvd,Suite 100,Overland Park,KS 66211;RIA;investment advisor;12/1/2018;80 hrs/month;4 hrs during trading;investment advisor 3) Back Nine Insurance;not investment related; 5199 E. Pacific Coast Highway,Suite 602; life insurance;agent;11/2014;4 hrs/month;0 hrs during trading;sell life insurance products to clients when in their best interest. In his individual capacity recommends the purchase of certain insurance products on a commission basis. 4) Retirement Builders; not investment related; 4621 E. Colorado St,Long Beach,CA 90814;personal limited liability company to receive RIA income;owner;11/2014;4 hrs/month;0 hrs during trading;accounting 5) SoCal Retirement Partners,LLC;investment related; 5199 E Pacific Coast Highway,Suite 602,Long Beach,CA 90804;establishing an LLC to manage joint business,dba will be Retirement Builders;member;11/15/2021;10 hrs/month;.5 hrs during trading;market our investment advisory services under the dba of Retirement Builders.The SoCal Retirement Partners entiy is created to provide a legal structure for this effort. 6) Sokhom & Weir LLC; Not investment related; LLC created to own multi-unit rental property; 4 hours dedicated to this activity per month - 0 hours during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-14

Designations

Other Names

• Conor Kenneth Weir
• Conor K Weir