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RIA / WealthAdvisor20 years in industry

MYLES PATRICK O'REILLY

Advisor at NAVIGATION WEALTH MANAGEMENT

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:f38c9aff-b61b-3ae9-43c7-423ded4ef2f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2006 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: NAVIGATION WEALTH MANAGEMENT
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: Jan 5, 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: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 5, 2006
First registration: Jan 6, 2006
Dual registered: no
Other names: MYLES P OREILLY JR|MYLES PATRICK OREILLY|MYLES PATRICK O'REILLY JR.|MYLES PATRICK O'REILLY.
IAPD individual key: 5048874

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
NAVIGATION WEALTH MANAGEMENT	Independent wealth	Jan 1, 2026	n/a	yes	FORT COLLINS, CO	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Oct 21, 2014	Aug 15, 2018	no	FORT COLLINS, CO\|Fort Collins, CO	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jul 20, 2012	Aug 15, 2014	no	FORT COLLINS, CO	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 11, 2012	Jul 16, 2012	no	FORT COLLINS, CO\|WHEATON, IL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 18, 2008	Jan 19, 2012	no	ST. LOUIS, MO\|LAKEWOOD, CO\|EDWARDSVILLE, IL\|LAKEWOOD, CO	Previous registration
FIRST FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 18, 2008	Mar 7, 2008	no	CHESTERFIELD, MO\|EASLEY, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 14, 2006	Jan 2, 2008	no	FRONTENAC, MO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 6, 2006	Jun 1, 2006	no	ST. LOUIS, MO	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
BROOKSTONE WEALTH ADVISORS, LLC	NAVIGATION WEALTH MANAGEMENT	Aug 15, 2018	Jan 1, 2026	2,696	Firm change after gap	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Aug 15, 2014	Oct 21, 2014	67	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	HORTER INVESTMENT MANAGEMENT, LLC	Jul 16, 2012	Jul 20, 2012	4	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Jan 19, 2012	Jan 11, 2012	-8	Firm change	Other
FIRST FINANCIAL ADVISORS, LLC	VALIC FINANCIAL ADVISORS, INC.	Mar 7, 2008	Mar 18, 2008	11	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIRST FINANCIAL ADVISORS, LLC	Jan 2, 2008	Jan 18, 2008	16	Firm change	Other
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 1, 2006	Oct 14, 2006	135	Firm change	Wirehouse to wirehouse

Relationships

Registered with (8)

→ NAVIGATION WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2014 to Aug 15, 2018factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 20, 2012 to Aug 15, 2014factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 11, 2012 to Jul 16, 2012factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2008 to Jan 19, 2012factForm ADV
→ FIRST FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 18, 2008 to Mar 7, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 14, 2006 to Jan 2, 2008factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 6, 2006 to Jun 1, 2006factForm ADV

Dated events

No dated event names this entity yet.