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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

William E. ORielly

Advisor at JANNEY MONTGOMERY SCOTT LLC

PHILADELPHIA, PA | ATLANTA, GA

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Search this name across graphsid dfx:ria:3655dab2-b30f-83c2-751b-8e354056150e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2002 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: JANNEY MONTGOMERY SCOTT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 21, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 21, 1994
First registration: Jun 12, 2002
Dual registered: yes, broker-dealer
Other names: william e orielly|WILLIAM EDWARD ORIELLY|WILLIAM EDWARD ORIELLY|WILLIAM EDWARD ORIELLY|WILL ORIELLY
IAPD individual key: 2272757

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
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	May 18, 2023	n/a	yes	ATLANTA, GA\|PHILADELPHIA, PA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Dec 10, 2019	Feb 17, 2021	no	CHARLOTTE, NC\|ATLANTA, GA\|RICHMOND, VA\|Atlanta, GA\|RICHMOND, VA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jul 5, 2016	May 8, 2023	no	ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 30, 2005	Dec 31, 2016	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|CHARLOTTE, NC\|ATLANTA, GA\|RICHMOND, VA\|RICHMOND, VA	Previous registration
TRUIST SECURITIES, INC.	n/a	Jun 12, 2002	Jun 30, 2005	no	ATLANTA, GA	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
TRUIST ADVISORY SERVICES, INC.	BB&T SECURITIES, LLC	May 8, 2023	Dec 10, 2019	-1,245	Firm change after gap	Ibd to ibd
BB&T SECURITIES, LLC	JANNEY MONTGOMERY SCOTT LLC	Feb 17, 2021	May 18, 2023	820	Firm change after gap	Ibd to ibd
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Jul 5, 2016	-179	Bulk transfer	Other
TRUIST SECURITIES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jun 30, 2005	Jun 30, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
May 18, 2023 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 5, 2016 to May 8, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 10, 2019 to Feb 17, 2021factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2005 to Dec 31, 2016factForm ADV
→ TRUIST SECURITIES, INC.Registered adviserregistration: previous registration
Jun 12, 2002 to Jun 30, 2005factForm ADV

Dated events

Occurred
May 8, 2023
Advisor changed firm
William E. Orielly left Truist Advisory Services, Inc. for Bb&T Securities, Llc (registered 2019-12-10)
Form ADVobserved 5 days ago