# Joseph O'Connor

Joseph O'Connor is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with PINNACLE INVESTMENTS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PINNACLE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/142910) | 2021-02-22 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2017-04-18 | 2020-12-07 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-16 | 2017-04-20 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2015-08-31 | 2016-12-31 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-12-19 | 2015-08-11 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2005-06-20 | 2009-08-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1094370)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1094370.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.