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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

PATRICK MICHAEL OREILLY

Advisor at OSAIC WEALTH, INC.

CHESTERFIELD, MO

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Search this name across graphsid dfx:ria:829194de-dbee-595e-cd05-47b5e13cabce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2007 to Sep 14, 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: OSAIC WEALTH, INC.
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: Feb 2, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Feb 2, 2006
First registration: Apr 5, 2007
Dual registered: yes, broker-dealer
Other names: PATRICK MICHAEL O'REILLY
IAPD individual key: 5078828

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
OSAIC WEALTH, INC.	Bd affiliated wealth	Aug 3, 2026	n/a	yes	CHESTERFIELD, MO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 15, 2020	Aug 11, 2026	no	CHESTERFIELD, MO\|FARMER CITY, IL\|Chesterfield, MO	Previous registration
MIKE O'REILLY LLC	Former SEC adviser	May 31, 2013	Oct 7, 2020	no	CHESTERFIELD, MO	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Sep 19, 2007	Apr 1, 2010	no	High Ridge, MO\|Richmond Heights, MO\|Fenton, MO\|Fenton, MO	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Apr 5, 2007	Sep 13, 2007	no	SAN DIEGO, CA	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
LPL FINANCIAL LLC	OSAIC WEALTH, INC.	Aug 11, 2026	Aug 3, 2026	-8	Firm change	Ibd to ibd
MIKE O'REILLY LLC	LPL FINANCIAL LLC	Oct 7, 2020	Sep 15, 2020	-22	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	MIKE O'REILLY LLC	Apr 1, 2010	May 31, 2013	1,156	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	U.S. BANCORP INVESTMENTS, INC.	Sep 13, 2007	Sep 19, 2007	6	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 15, 2020 to Aug 11, 2026factForm ADV
→ MIKE O'REILLY LLCRegistered adviserregistration: previous registration
May 31, 2013 to Oct 7, 2020factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 19, 2007 to Apr 1, 2010factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 5, 2007 to Sep 13, 2007factForm ADV

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
Patrick Michael Oreilly left Lpl Financial Llc for Osaic Wealth, Inc. (registered 2026-08-03)
Form ADVobserved 4 days ago