Yvonne Renee Oneill

Current Employers

Employment History

• 01/2010 → Present
  St. Joseph Ballet Dba The Wooden Floor
  Santa Ana, CA
• 04/2016 → Present
  O'NEill Financial Management, Inc.
  Lake Forest, CA

Previous Registrations

• 2012-02-06 → 2016-05-16
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Lake Forest, CA
• 2003-06-26 → 2012-02-09
  Cetera Investment Advisers Llc
  Mission Viejo, CA

Other Businesses

(1) 100% OWNER/EMPLOYEE OF "O'NEILL FINANCIAL MANAGEMENT" PROVIDING TAX, ACCOUNTING, FINANCIAL ADVISORY SERVICES, SALES OF FIXED AND VARIABLE ANNUITY INSURANCE PRODUCTS, AND USE OF THIRD PARTY MONEY MANAGERS SINCE NOVEMBER 1983. INVESTMENT RELATED. 100% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) BOARD OF DIRECTORS FOR "THE WOODEN FLOOR" A NON-PROFIT ORGANIZATION SINCE JANUARY 2010 ON THE FINANCE & AUDIT COMMITTEE. NON-INVESTMENT RELATED. APPROXIMATELY LESS THAN 1%. BUSINESS CONDUCTED AT 1810 NORTH MAIN STREET SANTA ANA, CA 92706. (3) St. Kilian Catholic Church; not investment-related; 26872 Estanciero Drive, Mission Viejo, CA 92691; Council Member; January 2019; 1 hr per month; 0 hr per month during securities trading hours; Serve on council.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-16
• S63 Uniform Securities Agent State Law Examination
  1999-06-21

Other Names

• Yvonne Oneill