David John O'Neill is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with HERITAGE FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HERITAGE FINANCIAL, LLC | 2018-10-11 | present | Yes |
| SPIRE WEALTH MANAGEMENT, LLC | 2018-01-09 | 2018-08-31 | — |