BP
Brian Patrick O'neill
CRD 2840581
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cahaba Wealth Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cahaba Wealth Management, Inc.
President And Partner · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗