# William James O'Neil

William James O'Neil is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2022-11-10 | present | Yes |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2018-10-10 | 2022-06-16 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2017-01-11 | 2018-04-30 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2011-03-25 | 2016-07-29 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2006-04-25 | 2011-03-03 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2003-09-10 | 2011-03-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2564064)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2564064.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.