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Ryan Patrick O'COnnor

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-08
SC RA APPROVED 2025-12-08
  • NC RA
    APPROVED
    Since 2025-12-08
  • SC RA
    APPROVED
    Since 2025-12-08

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Charlotte, NC • 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
The Vanguard Group, Inc. Charlotte NC 07/2019 09/2020
Wolters Kluwer Philadelphia PA 05/2018 08/2018
Wolters Kluwer Philadelphia PA 05/2017 08/2017
Fox Pool Management Newtown PA 05/2016 09/2016
University Of South Carolina Columbia SC 08/2015 05/2019
Ameriprise Financial Services, Llc Charlotte NC 10/2020 11/2025
Lpl Financial Llc Fort Mill SC 12/2025 Present
  • 07/2019 → 09/2020
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2018 → 08/2018
    Wolters Kluwer
    Philadelphia, PA
  • 05/2017 → 08/2017
    Wolters Kluwer
    Philadelphia, PA
  • 05/2016 → 09/2016
    Fox Pool Management
    Newtown, PA
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 10/2020 → 11/2025
    Ameriprise Financial Services, Llc
    Charlotte, NC
  • 12/2025 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-15
S63 Uniform Securities Agent State Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2021-01-15
  • S63 Uniform Securities Agent State Law Examination
    2019-09-20
Designations
Other Names
  • Ryan Oconnor
  • Ryan Patrick Oconnor

View on SEC IAPD

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BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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