WILLIAM CLARK OCONNOR is an investment adviser representative (IAR) with state registration records since 1998, appearing at 3 firms. Currently registered with CWM, LLC, APPLIED FINANCIAL PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| APPLIED FINANCIAL PLANNING, INC. | 2023-01-26 | present | Yes |
| CWM, LLC | 2020-10-19 | present | Yes |
| LPL FINANCIAL LLC | 1998-09-11 | 2020-10-21 | — |
| APPLIED FINANCIAL PLANNING, INC. | 1998-04-08 | 2022-12-31 | — |