THOMAS WILLIAM O'SHAUGHNESSY is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with POLARIS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| POLARIS WEALTH MANAGEMENT, LLC | 2020-08-25 | present | Yes |
| MARCUM FINANCIAL SERVICES LLC | 2018-05-09 | 2019-12-17 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2017-09-21 | 2019-11-20 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2014-11-05 | 2016-02-26 | — |
| WOLF FINANCIAL MANAGEMENT, LLC | 2014-05-13 | 2014-12-31 | — |
| RETIREMENT ADVISORY DIRECT, LLC | 2012-09-19 | 2014-11-10 | — |