DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael George O'Neill
Chartered Financial Consultant · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Michael Oneill
At current firm
14 y
since Oct 13, 2011
In the industry
41 y
since Dec 19, 1984 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Oct 13, 2011 · Overland Park, Ks
- Mariner Wealth Advisors formerMar 13, 2015 to Mar 31, 2018 · Overland Park, Ks
- Cbiz Wealth Management, LLC unclassifiedMay 24, 2010 to Sep 1, 2010
- Cbiz Retirement Plan Advisory Services institutionalOct 30, 2003 to Sep 1, 2010 · Kansas City, Mo
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerAug 14, 2001 to May 2, 2005 · Leawood, Ks
Moves
a registration end followed by a registration begin elsewhere
- Mariner Wealth Advisors to no registered destinationleft Mar 31, 2018 · Departure, no registered destination
- Cbiz Wealth Management, LLC to Marinerleft Sep 1, 2010, registered Oct 13, 2011 (407 days) · Other
- Cbiz Retirement Plan Advisory Services to Cbiz Wealth Management, LLCleft Sep 1, 2010, registered May 24, 2010 (-100 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Cbiz Retirement Plan Advisory Servicesleft May 2, 2005, registered Oct 30, 2003 (-550 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address