CO
Connor O'brien
CRD 6816026
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Ballentine Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Little League Baseball Inc | BASEBALL A LEAGUE COMMISSIONER | — | 09/30/2024 |
| Mark Obrien Memorial Scholarship | BOARD OF DIRECTOR | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗