# SEAN MICHAEL O'CONNOR

SEAN MICHAEL O'CONNOR is an investment adviser representative (IAR) with state registration records since 2009, appearing at 8 firms. Currently registered with SAVVY.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVVY](https://search.stillhousedata.com/firm/318493) | 2025-07-15 | present | Yes |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2021-04-27 | 2025-08-29 | — |
| [EPSTEIN AND WHITE FINANCIAL LLC](https://search.stillhousedata.com/firm/281230) | 2017-05-10 | 2021-07-06 | — |
| [ANCHOR BAY CAPITAL, INC.](https://search.stillhousedata.com/firm/116913) | 2015-12-04 | 2017-04-25 | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2012-05-02 | 2015-12-07 | — |
| [FINANCIAL DESIGNS LTD.](https://search.stillhousedata.com/firm/135426) | 2011-06-23 | 2014-07-30 | — |
| [LUCIA CAPITAL GROUP](https://search.stillhousedata.com/firm/152396) | 2010-04-15 | 2011-01-12 | — |
| [RAYMOND J. LUCIA COMPANIES, INC.](https://search.stillhousedata.com/firm/115670) | 2009-10-08 | 2010-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5597519)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5597519.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.