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RIA / WealthAdvisor22 years in industry

SEAN PATRICK MACRORY

Advisor at ONESEVEN

Chubbuck, ID | BEACHWOOD, OH

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Search this name across graphsid dfx:ria:4d6be9f9-8be3-ac66-0e6d-ef606120c2ed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONESEVEN
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: Mar 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 12, 2004
First registration: Mar 17, 2006
Dual registered: no
IAPD individual key: 4744064

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Oneseven	Independent wealth	May 25, 2022	n/a	yes	BEACHWOOD, OH\|Chubbuck, ID	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 28, 2019	May 2, 2022	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 8, 2011	Mar 29, 2019	no	Houston, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Jun 10, 2011	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 9, 2007	Oct 23, 2009	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 17, 2006	Jul 25, 2007	no	SUGARLAND, TX\|HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	Oneseven	May 2, 2022	May 25, 2022	23	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Mar 29, 2019	Feb 28, 2019	-29	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Jun 10, 2011	Jun 8, 2011	-2	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
LPL FINANCIAL LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jul 25, 2007	Jul 9, 2007	-16	Firm change	Other

Relationships

Registered with (6)

→ ONESEVENRegistered adviserregistration: current employment
May 25, 2022 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 28, 2019 to May 2, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 8, 2011 to Mar 29, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Jun 10, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 9, 2007 to Oct 23, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 17, 2006 to Jul 25, 2007factForm ADV

Dated events

Occurred
May 2, 2022
Advisor changed firm
Sean Patrick Macrory left Wells Fargo Advisors for Oneseven (registered 2022-05-25)
Form ADVobserved 5 days ago