Andrew Oconnor

Current Employers

Employment History

• 02/2016 → 03/2018
  Scottrade
  Westminster, CO
• 05/2018 → 07/2019
  Personal Capital
  Denver, CO
• 07/2019 → 12/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2019 → 12/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2023 → Present
  Fidelity Investments
  Denver, CO
• 07/2019 → 01/2023
  Parker-Douglas Wealth Management
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2019-07-03 → 2023-01-06
  Cambridge Investment Research Advisors, Inc.
  Denver, CO
• 2018-05-10 → 2019-07-09
  Personal Capital Advisors Corporation
  Denver, CO
• 2016-02-10 → 2018-03-07
  Scottrade Investment Management
  Saint Louis, MO
  Westminster, CO
• 2012-10-31 → 2016-02-08
  Td Ameritrade, Inc.
  Denver, CO
• 2012-10-31 → 2016-02-08
  Td Ameritrade Investment Management, Llc
  Denver, CO
• 2010-04-15 → 2011-04-28
  Td Ameritrade, Inc.
  Omaha, NE
• 2010-04-15 → 2011-04-28
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

OBA-95664|OrgNmn:Flash Ventures|Org Addr:Lakewood,Colorado,US|OBA Nature:Real Estate transactions and m|Invst Rel:Y|Title:Sole Proprietor|Duties:Real estate sales and management|StrtDt:04-29-13|TotHrs/mon:10|TrdHrs/mon:0|OBA-95667|OrgNmn:BOS Ventures|Org Addr:DENVER,Colorado,US|OBA Nature:Real Estate Partnership|Invst Rel:Y|Title:Partner|Duties:Partnership ownership of a rental property|StrtDt:03-01-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-95670|OrgNmn:BOSK2 Ventures|Org Addr:Denton,Texas,US|OBA Nature:PARTNERSHIP OWNERSHIP IN REAL |Invst Rel:Y|Title:MEMBER|Duties:PARTNERSHIP IN REAL ESTATE HOLDING|StrtDt:08-01-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-95669|OrgNmn:BOSK Ventures|Org Addr:Omaha,Nebraska,US|OBA Nature:Partnership interest in real e|Invst Rel:Y|Title:Partner|Duties:member of the partnership|StrtDt:03-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-95671|OrgNmn:MITCHELL STREET HOLDINGS|Org Addr:WEST ALLIS,Wisconsin,US|OBA Nature:PARTNERSHIP IN REAL ESTATE|Invst Rel:Y|Title:Partner|Duties:partnership in the real estate holding|StrtDt:07-15-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-95818|OrgNmn:Cash Enterprises|Org Addr:San Franci,California,US|OBA Nature:Real Estate Partnership|Invst Rel:Y|Title:Partner|Duties:Real Estate Ownership|StrtDt:05-01-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-95688|OrgNmn:AO Holdings Wisconsin|Org Addr:West Milwa,Wisconsin,US|OBA Nature:Holding Company for property|Invst Rel:Y|Title:Partner|Duties:Holding for property|StrtDt:06-01-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2010-04-13

Other Names

• Andrew O'COnnor
• Andrew A Oconnor
• Andrew Oconnor
• Andrew Alan Oconnor