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SO

Sean M. O'connor

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CRD#: 2534352
SO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sean Michael O'connor, who also goes by Sean Michael Oconnor, was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 1995. Sean had worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean Michael Oconnor

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 7, 2019 - May 5, 2021

STONEX OUTSOURCED SERVICES LLC

BD
CRD#: 30773
NEW YORK, NY
Past

February 6, 2019 - May 1, 2019

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

September 21, 2016 - July 12, 2017

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

September 21, 2016 - July 5, 2018

INTL CUSTODY & CLEARING SOLUTIONS INC.

BD
CRD#: 23952
NEW YORK, NY
Past

September 21, 2016 - August 21, 2020

STONEX SECURITIES INC.

BD
CRD#: 18456
New York, NY
Past

November 12, 2002 - October 20, 2023

STONEX FINANCIAL INC.

BD
CRD#: 45993
NEW YORK, NY
Past

November 13, 1995 - May 13, 2002

ICBC STANDARD SECURITIES INC.

BD
CRD#: 35560
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1995
General Securities Principal Examination

Current Firm


SO
STONEX OUTSOURCED SERVICES LLC
CRESSMAN ESSER SECURITIES LLC | STONEX OUTSOURCED SERVICES LLC | MARIANA CAPITAL USA, LLC | INTL FILLMORE ADVISORS LLC | FILLMORE ADVISORS, LLC | FILLMORE ADVISOR, LLC | CRESSMAN ESSER SECURITIES, INC.

CRD#: 30773 / SEC#: , 8-45150

BD
Terminated by SEC on 03/25/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/30/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPLAN, ANDREW BOGENPRESIDENT/CHIEF EXECUTIVE OFFICER4235343
OLSSON, JAMES MARTINCCO/CHIEF OPERATING OFFICER/PRINCIPAL OPERATIONS OFFICER6331790

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEX OUTSOURCED SERVICES LLC

CRD#: 30773

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