TJ
Trevor James O'connor
CRD 7343812
Firms
| Firm | Role | As of |
|---|---|---|
| Precision Wealth Strategies, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Precision Wealth Strategies, Llc
Chief Operating Oficer · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗