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William Joseph O'NEil

Spc

Allen Park, MI

Ann Arbor, MI

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-03
TX RA APPROVED_RES 2023-12-21
  • MI RA
    APPROVED
    Since 2025-01-03
  • TX RA
    APPROVED_RES
    Since 2023-12-21

Branch Locations

7321 Park Avenue, Allen Park, MI 48101 • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • 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
Hsc Enterprises, Inc. Richmond MI 05/2011 01/2017
Albion College Albion MI 11/2014 05/2017
Foresters Financial Services Farming Hills MI 06/2017 11/2017
Foresters Financial Services Farming Hills MI 11/2017 10/2018
Wealth Strategies Financial Group Southfield MI 11/2018 01/2023
Minnesota Life Insurance Co St Paul MN 11/2018 Present
Securian Financial Services Inc St Paul MN 11/2018 01/2023
Hsc - Bookkeeping Columbus MI 11/2022 Present
Sigma Financial Corporation Ann Arbor MI 01/2023 Present
Sigma Planning Corporation Ann Arbor MI 01/2023 Present
  • 05/2011 → 01/2017
    Hsc Enterprises, Inc.
    Richmond, MI
  • 11/2014 → 05/2017
    Albion College
    Albion, MI
  • 06/2017 → 11/2017
    Foresters Financial Services
    Farming Hills, MI
  • 11/2017 → 10/2018
    Foresters Financial Services
    Farming Hills, MI
  • 11/2018 → 01/2023
    Wealth Strategies Financial Group
    Southfield, MI
  • 11/2018 → Present
    Minnesota Life Insurance Co
    St Paul, MN
  • 11/2018 → 01/2023
    Securian Financial Services Inc
    St Paul, MN
  • 11/2022 → Present
    Hsc - Bookkeeping
    Columbus, MI
  • 01/2023 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
  • 01/2023 → Present
    Sigma Planning Corporation
    Ann Arbor, MI
Previous Registrations
  • 2019-03-20 → 2023-01-05
    Securian Financial Services, Inc.
    Southfield, MI
Other Businesses

HARVEST PARTNERS FINANCIAL OFFERS FINANCIAL SERVICES AND SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE CARRIERS INCLUDING FIXED ANNUITIES WITH VARIOUS COMPANIES. ANTHONY KUBIEN HAS REGISTERED KUBIEN LLC WHICH IS DOING BUSINESS AS HARVEST PARTNERS FINANCIAL. KUBIEN LLC HAS OBTAINED A STATE OF MI AGENCY INSURANCE LICENSE. ANTHONY KUBIEN IS THE DRLP OF RECORD. HSC - BOOKKEEPING POSITION: Employee NATURE: Employee INV REL: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 8520 Division Road, Columbus MI 48863, United States DESCRIPTION: Bookkeeping, Posting Cash Receipts, Reconciling Bank Records, Adjusting Accounting Errors

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-14
S63 Uniform Securities Agent State Law Examination 2017-07-17
  • S66 Uniform Combined State Law Examination
    2019-03-14
  • S63 Uniform Securities Agent State Law Examination
    2017-07-17
Other Names
  • William Joseph Oneil
  • William Joseph O'NEil

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