Connor Douglas O'LEary

Current Employers

Employment History

• 02/2014 → Present
  Guggenheim Funds Distributors, Llc
  Lisle, IL
• 09/2025 → Present
  World Investments, Inc.
  Lincroft, NJ
• 09/2025 → Present
  World Investment Advisors
  Santa Barbara, CA

Other Businesses

Partner/Owner of a family owned company, O'leary Taylor Inc., that is not investment related. It is a shipping company that will use Fedex shipping routes for deliveries. The activity began on 4/1/2022 and requires approximately 5 hours per month, with none during securities trading hours, where Connor will post jobs in order to hire truck drivers. Located 3427 Village Club Dr. Powell, Ohio 43065. - self-directed IRA-owned DGRE LLC ("checkbook control IRA LLC") to facilitate the acquisition of PTG Wealth Advisors. Under this structure, a newly formed, manager-managed LLC is wholly owned by our SDIRA. The custodian transfers investment funds into the LLC's checking account. 0 hours, no role other than unit holder.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-10
• S63 Uniform Securities Agent State Law Examination
  2014-05-14

Other Names

• Connor Douglas Oleary
• Connor Douglas O'LEary
• Connor D O'LEary