Best Investors Account Sign in
Inactive

Brian Patrick O'NEill

Winged Wealth Management And Financial Planning

Niceville, FL

Claim This Profile
Current Employers
Winged Wealth Management And Financial Planning

Niceville, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-06
AZ RA APPROVED 2024-11-19
VA RA APPROVED 2024-06-27
TX RA APPROVED 2022-05-24
FL RA APPROVED 2020-11-25
  • CO RA
    APPROVED
    Since 2026-07-06
  • AZ RA
    APPROVED
    Since 2024-11-19
  • VA RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED
    Since 2022-05-24
  • FL RA
    APPROVED
    Since 2020-11-25

Branch Locations

Niceville, FL • 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
OrganizationCityStateFromTo
Advanced Strategic Insight Niceville FL 08/2020 09/2021
United States Air Force Eglin Afb FL 06/2018 07/2020
United States Air Force Pentagon VA 06/2016 06/2018
Winged Wealth Management And Financial Planning Llc Niceville FL 06/2020 Present
  • 08/2020 → 09/2021
    Advanced Strategic Insight
    Niceville, FL
  • 06/2018 → 07/2020
    United States Air Force
    Eglin Afb, FL
  • 06/2016 → 06/2018
    United States Air Force
    Pentagon, VA
  • 06/2020 → Present
    Winged Wealth Management And Financial Planning Llc
    Niceville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-15
  • S65 Uniform Investment Adviser Law Examination
    2020-06-15
Designations
Other Names
  • Brian O'NEill

View on SEC IAPD

More in Niceville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor