William James OBrien is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2026-01-09 | present | Yes |
| SUMMIT FINANCIAL RESOURCES INC | 2002-06-13 | 2018-09-20 | — |
| SUMMIT EQUITIES, INC. | 2002-06-05 | 2018-12-27 | — |