Patrick Shane O'COnnor

Employer firm

Hhm Wealth Advisors, LLC CRD 150843

$1.47B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 06/2024
  Duncan Williams Asset Management
  Memphis, TN
• 07/2024 → Present
  Hhm Wealth Advisors, Llc
  Memphis, TN

Previous Registrations

• 2015-03-19 → 2024-07-02
  Duncan Williams Asset Management, Llc
  Memphis, TN
• 2014-04-28 → 2015-04-02
  Southstate Securities Corp.
  Memphis (Shelby), TN
  Memphis, TN

Other Businesses

GERMANTOWN PERFORMING ARTS CENTER, NON-INVESTMENT RELATED, 1801 EXETER ROAD GERMANTOWN, TN 38138, PERFORMING ARTS VENUE, BOARD OF DIRECTORS- EXECUTIVE COMMITTEE - PRESIDENT OF THE BOARD, START DATE 9/21/2021, END DATE 8/17/2023, 10 HOURS DEVOTED ANNUALLY, 0 HOURS DURING TRADING HOURS. GERMANTOWN ARTS CENTER, NON-INVESTMENT RELATED, 1801 EXETER ROAD GERMANTOWN, TN 38138, ARTS VENUE, BOARD OF DIRECTORS- EXECUTIVE COMMITTEE - PRESIDENT OF THE BOARD, START DATE 8/17/2023, APPROXIMATELY 24 HOURS DEVOTED ANNUALLY, 1 HOUR EVERY OTHER WEEK DURING TRADING HOURS. ADDITIONAL INVOLVEMENT INCLUDES MEMBER OF THE FINANCE COMMITTEE, START DATE 9/20/2021, 4-6 HOURS DEVOTED ANNUALLY, APPROXIMATELY 2-3 HOURS DURING TRADING HOURS. PIDGEON HALL HOME OWNERS ASSOCIATION - NON-INVESTMENT RELATED - 6584 PIDGEON HALL, MEMPHIS, TN 38119, TREASURER OF HOA, START DATE 8/17/2023, 30 MINUTES DEVOTED MONTHLY, 0 HOURS DEVOTED DURING TRADING HOURS, NO COMPENSATION. CHILDREN'S MUSEUM OF MEMPHIS - NON-INVESTMENT RELATED - 2525 CENTRAL AVENUE, MEMPHIS, TN 38104, DIRECTOR/MEMBER OF THE BOARD OF DIRECTORS IN A GENERAL ROLE, START DATE 2/24/2022, 2 HOURS DEVOTED QUARTERLY DURING TRADING HOURS, NO COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25

Designations

• Certified Financial Planner