# THOMAS WILLIAM O'SHAUGHNESSY

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [POLARIS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/305777) | 2020-08-25 | present | Yes |
| [MARCUM FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/152309) | 2018-05-09 | 2019-12-17 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2017-09-21 | 2019-11-20 | — |
| [FORVIS MAZARS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/110905) | 2014-11-05 | 2016-02-26 | — |
| [WOLF FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/44225) | 2014-05-13 | 2014-12-31 | — |
| [RETIREMENT ADVISORY DIRECT, LLC](https://search.stillhousedata.com/firm/162163) | 2012-09-19 | 2014-11-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2561923)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2561923.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.