Daniel J O'Neill is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2024-07-05 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2023-11-24 | 2024-07-06 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2018-07-24 | 2024-07-09 | — |
| SIGNATOR INVESTORS, INC. | 2018-01-08 | 2018-07-24 | — |