KATHLEEN MARIE OCONNOR is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with RMR WEALTH BUILDERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | 2025-06-11 | present | Yes |
| CLEARWATER CAPITAL ADVISORS, LLC | 2023-10-10 | 2025-06-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-01-28 | 2023-10-10 | — |
| LPL FINANCIAL LLC | 2016-09-14 | 2020-01-27 | — |
| PLEXUS FINANCIAL SERVICES, LLC | 2014-10-14 | 2016-08-22 | — |