William Kurtz O'COnnor

Employer firm

Armstrong Advisory Group Inc. CRD 318662

$1.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 07/2023 → 11/2024
  Pruco Securities Llc
  Marlborough, MA
• 12/2019 → 03/2023
  Mintz, Levin, Cohn, Ferris, Glovsky, & Popeo P.C.
  Boston, MA
• 10/2019 → 12/2019
  Longfellow Staffing Inc
  Boston, MA
• 06/2019 → 08/2019
  Depaul University
  Chicago, IL
• 07/2018 → 08/2018
  Financial Finesse
  Charlotte, NC
• 09/2019 → 10/2019
  Unemployed
  Wellesley, MA
• 08/2016 → 06/2018
  Northwestern University
  Evanston, IL
• 09/2018 → 09/2019
  Northwestern University
  Evanston, IL
• 06/2018 → 07/2018
  Unemployed
  Wellesley, MA
• 03/2023 → 07/2023
  Unemployed
  Wellesley, MA
• 05/2024 → Present
  The Prudential Insurance Company Of America
  Marlborough, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Marlborough, MA

Previous Registrations

• 2024-11-19 → 2025-12-11
  Lpl Enterprise, Llc
  Southborough, MA
• 2024-05-22 → 2024-11-20
  Pruco Securities, Llc.
  Marlborough, MA
  Newark, NJ

Other Businesses

(1) INSURANCE SALES: Mr. O'Connor is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 12/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-04-16

Other Names

• William Oconnor
• William Kurtz Oconnor