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James Kevin Oneill

Magnolia Wealth

Spring, TX

CRD 2481623

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Employer firm

Magnolia Wealth CRD 330124

$102M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Magnolia Wealth

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-25
  • TX RA
    APPROVED
    Since 2026-02-25

Branch Locations

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • 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
Intrua Financial Houston TX 12/2017 02/2026
Self-Employed Houston TX 11/2017 12/2017
Magnolia Wealth Spring TX 02/2026 Present
Corda Investment Management Houston TX 07/2011 11/2017
  • 12/2017 → 02/2026
    Intrua Financial
    Houston, TX
  • 11/2017 → 12/2017
    Self-Employed
    Houston, TX
  • 02/2026 → Present
    Magnolia Wealth
    Spring, TX
  • 07/2011 → 11/2017
    Corda Investment Management
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-02
S63 Uniform Securities Agent State Law Examination 1994-06-10
  • S65 Uniform Investment Adviser Law Examination
    2012-03-02
  • S63 Uniform Securities Agent State Law Examination
    1994-06-10
Other Names
  • Oney Oneill

View on SEC IAPD

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