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

APPLIED FINANCIAL PLANNING, INC.

Current firm class

state registeredderived

Book size

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

Industry start

Jan 1, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Exams

S63

First exam

Jun 25, 1991

First registration

Apr 8, 1998

Dual registered

no

Other names

BILL OCONNOR

IAPD individual key

1263364

• Occurred

  Dec 31, 2022
  Advisor changed firm

  William Clark Oconnor left Applied Financial Planning, Inc. for Lpl Financial Llc (registered 1998-09-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3645be35-d785-9d36-ca16-76b3a3020d80

First observed

Apr 8, 1998

Last observed

Sep 15, 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.