Sean Michael O'COnnor

Current Employers

Employment History

• 12/2015 → 04/2017
  Anchor Bay Securities, Llc
  Carlsbad, CA
• 12/2015 → 04/2017
  Anchor Bay Capital, Inc
  Carlsbad, CA
• 05/2017 → 04/2021
  Epstein And White Financial Llc
  San Diego, CA
• 05/2017 → 04/2021
  Epstein And White Retirement Income Solutions, Llc
  San Diego, CA
• 04/2021 → 07/2025
  Mercer Global Advisors, Inc
  San Diego, CA
• 07/2025 → Present
  Savvy
  Carlsbad, CA

Previous Registrations

• 2021-04-27 → 2025-08-29
  Mercer Global Advisors Inc.
  San Diego, CA
• 2017-05-10 → 2021-07-06
  Epstein And White Financial Llc
  San Diego, CA
• 2015-12-04 → 2017-04-25
  Anchor Bay Capital, Inc.
  Carlsbad, CA
• 2012-05-02 → 2015-12-07
  Independent Financial Group, Llc
  San Diego, CA
• 2011-06-23 → 2014-07-30
  Financial Designs Ltd.
  San Diego, CA
• 2010-04-15 → 2011-01-12
  Lucia Capital Group
  San Diego, CA
• 2009-10-08 → 2010-06-14
  Raymond J. Lucia Companies, Inc.
  San Diego, CA

Other Businesses

Insurance Agent with O'Connor Insurance and Annuity Services; Offering fixed insurance such as life, health, long term care. Investment-related. Start date: 7/10/2025; Approximately 4 hours per month. Address: personal residence.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-11

Designations