John Archibald Oneill

Current Employers

Employment History

• 07/2015 → 01/2023
  Lpl Financial
  Abington, PA
• 08/2001 → 01/2023
  Oneill Consulting Corporation
  Wayne, PA
• 01/2023 → Present
  Principal Life Insurance Company
  Wayne, PA
• 01/2023 → Present
  Principal Securities Inc
  Wayne, PA
• 01/2023 → Present
  Strategic Financial Partners
  Wayne, PA
• 04/2023 → Present
  Strategic Benefits Group
  Wayne, PA

Previous Registrations

• 2015-07-21 → 2023-02-02
  Lpl Financial Llc
  Wayne, PA
• 2013-03-21 → 2015-07-28
  Osaic Fs, Inc.
  Abington, PA
  Radnor, PA
  Abington, PA
• 2009-05-04 → 2013-03-15
  Principal Securities, Inc.
  Abington, PA
  Wayne, PA
• 2008-06-13 → 2008-07-11
  Cetera Wealth Services, Llc
  Abington, PA
  King Of Prussia, PA

Other Businesses

JB NEW ENTERPRISES, LLC POSITION: JB New Enterprises, LLC NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 1115 Judson Dr., West Chester PA 19380, United States DESCRIPTION: I am the owner of the LLC for JB New Enterprises LLC This is for rental properties that are rented and I receive the rental income OC LLC POSITION: OC LLC NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 1115 Judson Dr, West Chester PA 19380, United States DESCRIPTION: OC LLC - I am partial owner of an LLC. We will occasionally use this to purchase real estate that we intend to refurbish and sell for a profit. INSURANCE POSITION: ONeill Consulting Corporation NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 08/01/2001 ADDRESS: 485 Devon Park Drive, Suite 102, Wayne PA 19087-1840, United States DESCRIPTION: Oneill Consulting Corp- Provides service for clients that I have an ongoing TPA relationship with.I am not taking on new TPA clients but do provide services for Unions by: Reviewing their benefit design Posting hours and contributions made Provide quarterly reporting to the Trustees of the fund along with Fund Professionals such as the fund auditor, legal counsel and anyone else designated by the trustees. Implement group health products for them If a benefit review is completed but no benefits are implemented, a fee is charged. The fee is always a flat fee no matter the work level. The fee is agreed upon and can only change by a request from me and then approved by a vote of the trustees. We also schedule the meetings, do the minutes for the meetings, organize plan documents i.e. get the amendments signed, send out the legal notifications COBRA, CHIP, Medicare D, enroll and delete the members from their chosen plans, maintain the records for 7 years and send out the other professional reports ** There are no comingling of TPA clients with other clients We provide Third Party Administration for Union Benefits. Consulting on their benefit designs posting hours and contributions. We also provide reporting quarterly to the Trustees of the fund along with Fund Professionals such as the fund auditor, legal counsel and one else designated by the trustees. We also place the insurance with for example Blue Cross.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-24
• S63 Uniform Securities Agent State Law Examination
  1990-07-10

Designations