James Patrick Oneil

Current Employers

Employment History

• 07/2016 → 02/2019
  Hd Vest Advisory Services
  Lake Worth, FL
• 07/2016 → 02/2019
  Hd Vest Insurance Agency
  Irving, TX
• 07/2016 → 02/2019
  Hd Vest Investment Services
  Lake Worth, FL
• 01/2016 → 09/2020
  Central Palm Beach County Chamber Of Commerce
  Wellington, FL
• 01/2016 → Present
  Ceo Financial Services
  Lake Worth, FL

Previous Registrations

• 2016-09-01 → 2019-03-01
  Avantax Advisory Services
  Lake Worth, FL
• 2011-11-09 → 2016-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Springs, FL
  Coconut Creek, FL
  Coral Springs, FL
  Boca Raton, FL
  Boca Raton, FL
  Jacksonville, FL
  Coconut Creek, FL
  Lake Worth, FL
  Coral Springs, FL
  Boynton Beach, FL
  Boynton Beach, FL
  Lake Worth, FL
• 2009-01-12 → 2011-11-10
  Avantax Advisory Services
  Wellington, FL

Other Businesses

CEO Financial Services~'NIR'~8461 Lake Worth Road, #163~Lake Worth~FL~33467~Securities DBA used in conjunction with Investment Sales, Tax Preparation/Accounting~Other~1/1/2016~60hrs~30hrs~Accounting, bookkeeping and tax preparation| Florida Health, Life, Variable Annuity Insurance License, Currently not appointed with any insurance company, but business would be investment related. Once appointed I would be affiliated with the specific insurance company. AS of now, not being appointed I do not devote any hours. The Rotary Club of Wellington,Is Not Investment Related,,Civic/Social Organization,Board Member,2023-09-01,6 hours per month,0 hours per month during trading hours,No Compensation Compensation,General Board member of the Wellington Rotary Club

Exams

• S66 Uniform Combined State Law Examination
  2008-10-14

Other Names

• James O'NEil
• James Patrick Oneil
• James P O'NEil