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William O'NEal

Edward Jones

Mooresville, IN

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-12-05
IN RA APPROVED 2018-11-21
  • TX RA
    APPROVED
    Since 2019-12-05
  • IN RA
    APPROVED
    Since 2018-11-21

Branch Locations

425 N Town Center Rd Suite 300, Mooresville, IN 46158-2316 • 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
Purdue University - West Lafayette West Lafayette IN 08/2013 05/2017
Northwestern Mutual Life Insurance Company Greenwood IN 01/2015 05/2017
Northwestern Mutual Investment Services Llc Greenwood IN 10/2014 05/2017
Jp Morgan Chase Bank Indianapolis IN 05/2017 09/2018
Jp Morgan Securities, Llc Indianapolis IN 05/2017 09/2018
Edward Jones St. Louis MO 09/2018 Present
  • 08/2013 → 05/2017
    Purdue University - West Lafayette
    West Lafayette, IN
  • 01/2015 → 05/2017
    Northwestern Mutual Life Insurance Company
    Greenwood, IN
  • 10/2014 → 05/2017
    Northwestern Mutual Investment Services Llc
    Greenwood, IN
  • 05/2017 → 09/2018
    Jp Morgan Chase Bank
    Indianapolis, IN
  • 05/2017 → 09/2018
    Jp Morgan Securities, Llc
    Indianapolis, IN
  • 09/2018 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
S63 Uniform Securities Agent State Law Examination 2016-06-24
  • S66 Uniform Combined State Law Examination
    2018-11-20
  • S63 Uniform Securities Agent State Law Examination
    2016-06-24
Other Names
  • William M O Neal
  • William M O'NEal
  • Will O'NEal
  • William Michael O'NEal
  • William Michael Oneal

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
FIRST HEARTLAND CONSULTANTS, INC.
GUNNELL FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

WILLIAM MARTIN WITTE
Benjamin James Pendill
Larry Scott Neal
Emma Grace Schiefer
JULIANNA DAWN MORALES
DAVID NORMAN BROWN
COREY JAMES CORDRAY
Chad Lee Baldwin

Other Offices

LPL FINANCIAL LLC · MOORESVILLE, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Mooresville, IN
EDWARD JONES · MOORESVILLE, IN
LPL FINANCIAL LLC · MOORESVILLE, IN
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, IN
LPL FINANCIAL LLC · MOORESVILLE, IN
FIFTH THIRD SECURITIES, INC. · CAMBY, IN
J.P. MORGAN SECURITIES LLC · MOORESVILLE, IN

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