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Patrick S Oneil

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Savannah, GA

Charlotte, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-01-23
  • GA RA
    APPROVED
    Since 2023-01-23

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

620 S Tryon St, Charlotte, NC 28255 • 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
Bofa Securities, Inc. New York NY 02/2003 06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 06/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2005-08-15
  • S66 Uniform Combined State Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2005-08-15
Other Names
  • Patrick Stephen O'NEal
  • Patrick Stephen O'NEil

View on SEC IAPD

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Michael Dell Owens
DARRYL EUGENE WRIGHT
Aaron Monegan
CHRISTOPHER MARK BEAUDRY

Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

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