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Michael Brady O'COnnor

Capasso Planning Partners LLC

Charleston, SC

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Current Employers
Capasso Planning Partners Llc

635 East Bay Street Suite C, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
NJ RA APPROVED 2023-03-08
  • SC RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2023-03-08

Branch Locations

635 East Bay Street Suite C, Charleston, SC 29403 • 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
Ubs Financial Services Florham Park NJ 07/2014 02/2022
Capasso Planning Partners Llc Charleston SC 03/2022 Present
Summit Financial, Llc Parsippany NJ 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-26
  • S66 Uniform Combined State Law Examination
    2014-08-26
Designations
Other Names
  • Michael Oconnor
  • Michael Brady Oconnor

View on SEC IAPD

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