Ryan Oconnor

Current Employers

Employment History

• 03/2020 → 06/2021
  Alliant Retirement Services Inc
  Woodbury, NY
• 08/2018 → 09/2020
  Independent Statistical Consulting Company
  Seaford, NY
• 10/2018 → 11/2018
  Integrated Pension Design, Inc.
  East Northport, NY
• 02/2018 → 07/2018
  Unemployed
  Levittown, NY
• 07/2017 → 01/2018
  Jc Broderick And Associates
  Hauppauge, NY
• 05/2016 → 09/2017
  Jc Broderick And Associates
  Hauppauge, NY
• 08/2013 → 05/2017
  Binghamton University
  Binghamton, NY
• 08/2018 → 12/2020
  Molloy College
  Rockville Centre, NY
• 02/2021 → 04/2022
  Cetera Advisor Networks
  El Segundo, CA
• 06/2021 → Present
  Alliant Insurance Services, Inc.
  Woodbury, NY
• 04/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Osaic Wealth, Inc.
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC. INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TPA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP MANAGER APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: EMPLOYEE EDUCATION, PREPARE MEETING SUMMARIES FOR INVESTMENT REVIEW MEETINGS, PLAN MARKETING; 2. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT SOLUTIONS CONSULTING; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: EMPLOYEE EDUCATION, PREPARE MEETING SUMMARIES FOR INVESTMENT REVIEW MEETINGS, PLAN MARKETING; 3. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT SERVICES, LLC/ALLIANT RETIREMENT CONSULTING (ARC) - CRD# 167970; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 9/2023; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; 4. ALLIANT RETIREMENT SERVICES, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/07/2021 ADDRESS: 701 B Street, 6th Floor, San Diego CA 92102, United States DESCRIPTION: EMPLOYEE EDUCATION, PREPARE MEETING SUMMARIES FOR INVESTMENT REVIEW MEETINGS, PLAN MARKETING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-03
• S63 Uniform Securities Agent State Law Examination
  2022-08-27