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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

JEROME PATRICK O'REILLY

Advisor at PLANMEMBER SECURITIES CORPORATION

Carpinteria, CA | Arlington Heights, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 17, 1997 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: PLANMEMBER SECURITIES CORPORATION
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: Aug 14, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 14, 1992
First registration: Sep 17, 1997
Dual registered: yes, broker-dealer
Other names: JEROME P OREILLY|JEROME PATRICK OREILLY
IAPD individual key: 1674115

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
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Oct 25, 2016	n/a	yes	Carpinteria, CA\|Arlington Heights, IL	Current employment
VISTA FINANCIAL GROUP, LTD.	n/a	Sep 17, 1997	Jan 11, 2017	no	ARLINGTON HEIGHTS, IL	Previous registration
VISTA FINANCIAL GROUP, LTD.	n/a	Sep 17, 1997	Dec 31, 2002	no	ARLINGTON HEIGHTS, IL	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 17, 1997	Oct 24, 2016	no	ARLINGTON HEIGHTS, IL	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
VISTA FINANCIAL GROUP, LTD.	PLANMEMBER SECURITIES CORPORATION	Jan 11, 2017	Oct 25, 2016	-78	Firm change after gap	Other
OSAIC WEALTH, INC.	VISTA FINANCIAL GROUP, LTD.	Oct 24, 2016	Sep 17, 1997	-6,977	Firm change after gap	Other
VISTA FINANCIAL GROUP, LTD.	OSAIC WEALTH, INC.	Dec 31, 2002	Sep 17, 1997	-1,931	Firm change after gap	Other

Relationships

Registered with (3)

→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: current employment
Oct 25, 2016 to presentfactForm ADV
→ VISTA FINANCIAL GROUP, LTD.Registered adviserregistration: previous registration
Sep 17, 1997 to Jan 11, 2017factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 17, 1997 to Oct 24, 2016factForm ADV

Dated events

No dated event names this entity yet.