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Catherine Lynne O'COnnor

O'COnnor Portfolio Management LLC

Tampa, FL

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Current Employers
O'COnnor Portfolio Management Llc

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
WI RA APPROVED 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-18
  • WI RA
    APPROVED
    Since 2025-12-18

Branch Locations

Tampa, FL • 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
O'COnnor Portfolio Management Tampa FL 10/2013 Present
  • 10/2013 → Present
    O'COnnor Portfolio Management
    Tampa, FL
Previous Registrations
Other Businesses

REAL ESTATE OWNERSHIP: SINGLE FAMILY; HOLLYWOOD, CA 90029; $0. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-20
  • S63 Uniform Securities Agent State Law Examination
    1993-01-20
Designations
Other Names
  • Catherine Micklow
  • Catherine Lynne Oconnor

View on SEC IAPD

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