Wesley O'neil is a registered investment advisor, based in Mayfield Heights, OH, with 3 years of industry experience.
Location
6120 Parkland Blvd. Ste. 101, Mayfield Heights, OH, 44124
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wesley is a W2 employee at Mayfield Financial Services, spending 200 hours per month, with 100 hours dedicated to trading. This activity is investment-related and uses a DBA name.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2025 - Present · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Revisor Wealth Management LLC
June 2022 - October 2024 · 2 yrs 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.