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MO

Michael K. Oconnell

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CRD#: 3150607
MO

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.

Michael Kehoe Oconnell was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 7, 2011 - March 28, 2018

BROCKETT TAMNY & CO. INCORPORATED

BD
CRD#: 30778
LOS ANGELES, CA
Past

May 7, 2009 - September 24, 2010

SOUTH LAKE AVENUE SECURITIES CORPORATION

BD
CRD#: 137387
PASADENA, CA
Past

January 29, 2003 - May 7, 2009

ANGELES CAPITAL GROUP, LLC

BD
CRD#: 122016
LOS ANGELES, CA
Past

January 6, 1999 - August 8, 2002

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA

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: 3/19/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BT
BROCKETT TAMNY & CO. INCORPORATED
BROCKETT TAMNY & CO. INCORPORATED

CRD#: 30778 / SEC#: , 8-45173

BD
Terminated by SEC on 07/10/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/13/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROCKETT, PETER CHARLESMANAGING DIRECTOR31112
TAMNY, PETER DOUGLASMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER811714

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


BROCKETT TAMNY & CO. INCORPORATED

CRD#: 30778

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