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Aidan John Oconnor

J. W. Cole Advisors, Inc.

Bala Cynwyd, PA

Tampa, FL

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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-15
  • PA RA
    APPROVED
    Since 2026-06-15

Branch Locations

2 Bala Plaza Ste 300, Bala Cynwyd, PA 19004 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
Commonwealth Financial Network Waltham MA 01/2026 06/2026
Midvale Liquor, Llc Philadelphia PA 08/2021 11/2024
Marcks, Llc Philadelphia PA 08/2021 08/2025
Full-Time Education Delaware County PA 09/2008 06/2021
Benjamin & Company, Llc Philadelphia PA 05/2024 Present
J.W. Cole Financial, Inc. Tampa FL 06/2026 Present
  • 01/2026 → 06/2026
    Commonwealth Financial Network
    Waltham, MA
  • 08/2021 → 11/2024
    Midvale Liquor, Llc
    Philadelphia, PA
  • 08/2021 → 08/2025
    Marcks, Llc
    Philadelphia, PA
  • 09/2008 → 06/2021
    Full-Time Education
    Delaware County, PA
  • 05/2024 → Present
    Benjamin & Company, Llc
    Philadelphia, PA
  • 06/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
Other Businesses

(1) Benjamin & Company, LLC; DBA; Financial Services; Investment Related; 2929 Arch St, Ste 1700, Philadelphia, PA 19104; Financial Planning Associate; Analyze client Financial Plans and Investments Start 6/5/25; 184 hours/month, 150 hours during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
  • S66 Uniform Combined State Law Examination
    2026-06-04

View on SEC IAPD

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Other Offices

AWH FINANCIAL, LLC · BALA CYNWYD, PA
PST ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
OUP MANAGEMENT CO., LLC · BALA CYNWYD, PA

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