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511 Maine Street, Quincy, IL 62301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-04 |
| IL | RA | APPROVED | 2019-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Chicago | IL | 07/2016 | 02/2019 |
| J.P. Morgan Securities Llc | Chicago | IL | 07/2016 | 02/2019 |
| O'COnnor Financial Group, Llc | Quincy | IL | 02/2019 | 04/2019 |
| O'COnnor Financial Group, Llc | Wheaton | IL | 04/2019 | Present |
LIFE INSURANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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