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Inactive

Tara N Oconnell

Brighton Jones LLC

Boston, MA

Seattle, WA

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Current Employers
Brighton Jones Llc

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-10
  • MA RA
    APPROVED
    Since 2025-04-10

Branch Locations

45 Newbury Street Ste. 404, Boston, MA 02116 • United States

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • 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
Brighton Jones Mclean VA 07/2021 08/2023
Full-Time Education Fairfax VA 01/2010 06/2017
Squam Boats Livery Holderness NH 06/2017 08/2017
Virginia Tech Blacksburg VA 08/2017 05/2021
Walter's Basin Restaurant Holderness NH 06/2018 08/2018
Charles Schwab Phoenix AZ 06/2019 08/2019
Walter's Basin Restaurant Holderness NH 06/2020 08/2020
Unemployed Holderness NH 08/2023 05/2024
Ballentine Partners, Llc Rochester NH 05/2024 01/2025
Brighton Jones Boston MA 02/2025 11/2025
Brighton Jones Boston MA 11/2025 Present
  • 07/2021 → 08/2023
    Brighton Jones
    Mclean, VA
  • 01/2010 → 06/2017
    Full-Time Education
    Fairfax, VA
  • 06/2017 → 08/2017
    Squam Boats Livery
    Holderness, NH
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 06/2018 → 08/2018
    Walter's Basin Restaurant
    Holderness, NH
  • 06/2019 → 08/2019
    Charles Schwab
    Phoenix, AZ
  • 06/2020 → 08/2020
    Walter's Basin Restaurant
    Holderness, NH
  • 08/2023 → 05/2024
    Unemployed
    Holderness, NH
  • 05/2024 → 01/2025
    Ballentine Partners, Llc
    Rochester, NH
  • 02/2025 → 11/2025
    Brighton Jones
    Boston, MA
  • 11/2025 → Present
    Brighton Jones
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-16
  • S65 Uniform Investment Adviser Law Examination
    2021-07-16

View on SEC IAPD

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