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1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-27 |
Branch Locations
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities Llc | Arden Hills | MN | 11/2016 | 06/2022 |
| Unemployed | Peru | IN | 05/2016 | 10/2016 |
| O'NEill Asset Management, Llc. | Peru | IN | 10/2016 | 06/2022 |
| Sterling & Stein Financial Services | Peru | IN | 02/2017 | 07/2017 |
| O'NEill Asset Management, Llc | Grand Rapids | MI | 01/2017 | 06/2022 |
| Wealth Advisory Solutions | Indianapolis | IN | 06/2022 | Present |
1. DBA O'NEILL ASSET MANAGEMENT; INVESTMENT RELATED; 340 W 8TH STREET, SUITE 107, PERU, IN 46970 & 346 WEALTHY STREET SE, GRAND RAPIDS, MI 49503; INSURANCE AGENT; INSURANCE SERVICES; START 10/2016; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; INSURANCE SERVICES AND DBA FOR ADVISORY SERVICES. 2. DBA O'NEILL ASSET MANAGEMENT; INVESTMENT RELATED; 346 WEALTH ST SE, GRAND RAPIDS, MI 49503; VICE PRESIDENT; OFFICE SUPPORT; START 01/2017; 130 HOURS PER MONTH; 130 HOURS DURING SECURITIES TRADING HOURS; VARIOUS OFFICE WORK ON AN AS-NEEDED BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-13 |
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