This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAPASSO PLANNING PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 26, 2014

First registration

Aug 26, 2014

Dual registered

no

Other names

MICHAEL OCONNOR|MICHAEL BRADY OCONNOR

IAPD individual key

5675878

• Occurred

  Nov 13, 2024
  Advisor departed, no destination yet

  Michael Brady O'Connor no longer registered at Summit Financial, Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Mar 27, 2023
  Advisor changed firm

  Michael Brady O'Connor left Ubs Financial Services Inc. for Capasso Planning Partners Llc (registered 2023-03-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:324b7d59-cb85-e68a-51e3-cc07a8442c0a

First observed

Aug 26, 2014

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.