Raymond Patrick Oconnell

Current Employers

Employment History

• 11/1996 → Present
  O'COnnell Associates/Benefits Planning Corp.
  Atlanta, GA
• 02/2005 → 09/2020
  Altus Wealth Strategies, Inc. Fka Bpc Financial Advisors, Inc.
  Johns Creek, GA
• 03/2020 → 01/2021
  Elite Investment Team Llc
  San Diego, CA
• 01/2021 → 05/2022
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY
• 12/2020 → Present
  Altus Wealth And Tax
  Bluffton, SC
• 05/2022 → 08/2023
  Coppell Advisory Solutions, Dba Fusion Capital Management
  Dallas, TX
• 08/2023 → Present
  Wealth Watch Advisors
  Englewood, CO

Previous Registrations

• 2022-05-24 → 2023-08-14
  Coppell Advisory Solutions Llc
  The Villages, FL
  Dallas, TX
• 2021-01-19 → 2022-05-03
  Onyx Bridge Wealth Group Llc
  Atlanta, GA
  The Villages, FL
  Alpharetta, GA
  Alpharetta, GA
  Tarrytown, NY
  The Villages, FL
• 2020-04-14 → 2021-01-06
  Elite Investment Team Llc
  Alpharetta, GA
  San Diego, CA
  Alpharetta, GA
• 2006-02-27 → 2020-09-01
  Altus Wealth Stragtegies, Inc.
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
• 2009-05-06 → 2010-02-18
  Allegiant Financial Advisors, Llc
  Miami Beach, FL
• 2004-05-17 → 2007-11-13
  Spc
  Woodstock, MI

Other Businesses

1.) BENEFITS PLANNING CORP, JOHNS CREEK, GA, NON-INVESTMENT RELATED, STARTED 11/1996. FIXED INSURANCE BROKERAGE, 100% OWNER AND EMPLOYEE. 35% OF TIME DEVOTED. 2.) O'Connell Associates, not investment related, Atlanta, GA, Real Estate Broker, used for personal investments, less than 10% of time is spent on this business activity 3.) CPA TEAM BASED MODEL CONSULTANT, NOT-INVESTMENT RELATED, SAN DIEGO, CA. HELP CPA'S GROW THEIR BUSINESS BY ACCESSING SPECIALISTS IN DIFFERENT BUSINESS AREAS THAT CAN ADD VALUE TO THEIR CLIENTS AND THUS HELP BUILD THEIR BUSINESS. START DATE 04/2020. APPROXIMATELY 48 HOURS PER MONTH WITH 48 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS." 4.) Altus Wealth and Tax, not investment related, Atlanta, GA, Educate business owners and high net worth professionals on wealth-building and tax strategies, CEO/COO, Start Date 12/2020, approximately 35 hours/month with 25 hours/month during securities trading hours, duties include marketing and consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-11
• S63 Uniform Securities Agent State Law Examination
  1992-06-26

Other Names

• Raymond Patrick O'COnnell
• Ray O'COnnell
• Raymond Patrick O'COnnell
• Raymond Patrick O'COnnell
• Raymond Patrick O Connell