Conor J O'BRien

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-22
TX	RA	APPROVED	2024-10-18

FL RA
APPROVED

Since 2024-10-22
TX RA
APPROVED

Since 2024-10-18

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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

Organization	City	State	From	To
Unemployed	Tamarac	FL	04/2014	04/2017
Jimmy John's	Tamarac	FL	05/2017	08/2017
Unemployed	Tamarac	FL	09/2017	04/2018
Uncle Bucks	Davie	FL	05/2018	08/2018
Endicott College	Beverly	MA	09/2018	06/2022
Unemployed	Beverly	MA	07/2022	09/2022
Indy Fuel	Indianapolis	IN	10/2022	11/2022
Iowa Heartlanders	Coralville	IA	11/2022	11/2022
Fayetteville Marksmen	Fayetteville	NC	12/2022	02/2024
Unemployed	Pinellas Park	FL	03/2024	03/2024
Webull Financial Llc	St. Petersburg	FL	04/2024	08/2024
Morgan Stanley	Sarasota	FL	09/2024	Present

04/2014 → 04/2017

Unemployed

Tamarac, FL
05/2017 → 08/2017

Jimmy John's

Tamarac, FL
09/2017 → 04/2018

Unemployed

Tamarac, FL
05/2018 → 08/2018

Uncle Bucks

Davie, FL
09/2018 → 06/2022

Endicott College

Beverly, MA
07/2022 → 09/2022

Unemployed

Beverly, MA
10/2022 → 11/2022

Indy Fuel

Indianapolis, IN
11/2022 → 11/2022

Iowa Heartlanders

Coralville, IA
12/2022 → 02/2024

Fayetteville Marksmen

Fayetteville, NC
03/2024 → 03/2024

Unemployed

Pinellas Park, FL
04/2024 → 08/2024

Webull Financial Llc

St. Petersburg, FL
09/2024 → Present

Morgan Stanley

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-18

S66 Uniform Combined State Law Examination

2024-10-18

Other Names

Conor James Obrien
Conor James O'BRien

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.

HENDRICKS WEALTH AND ESTATE MANAGEMENT

OSAIC WEALTH, INC.

ACCURATE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BASE WEALTH MANAGEMENT

RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES

Thomas Donald Anderson

JOHNATHAN RYAN HENDRIX

MEREDITH BAKER FREEMAN

RICHARD MANANSALA MANANKIL

CHRISTOPHER D'ANDREA

LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL

EDWARD JONES · Lakewood Ranch, FL

HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

OSAIC WEALTH, INC. · SARASOTA, FL

ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL

BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL

EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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