Terrence F O'REilly

Current Employers

Employment History

• 01/2015 → 05/2017
  Brokers International Financial Services, Llc.
  Tarpon Springs, FL
• 05/2017 → 12/2018
  Eqis Capital Management
  San Rafael, CA
• 12/2018 → Present
  Barlas O'REilly Wealth Management, Llc
  Trinity, FL
• 10/2012 → Present
  Barlas Financial Services, Llc
  Tarpon Springs, FL
• 11/2018 → 12/2018
  Barlas Chambers O'REilly Wealth Management Llc
  Trinity, FL
• 10/2012 → Present
  Barlas Tax & Financial Group, Llc
  Tarpon Springs, FL

Previous Registrations

• 2017-05-25 → 2018-12-31
  Freedom Investment Management, Inc.
  Tarpon Springs, FL
  South Windsor, CT
• 2015-01-27 → 2017-05-23
  Integrity Alliance, Llc.
  Tarpon Springs, FL
  Urbandale, IA
• 2013-01-22 → 2015-01-26
  Coppell Advisory Solutions Llc
  Tarpon Springs, FL
• 2012-03-26 → 2012-12-21
  American Investment Services
  Palm Harbor, FL

Other Businesses

O'Reilly Capital Management; 1740 Cameron Court Trinity FL 34655; President and CEO of O'Reilly Capital Management Holding company for payroll; 160 hours per month; start date 1/2015 Ride and Run with Stars; 10750 Ulmerton Rd Largo FL 33778; non paid board member to provide holiday presents to underprivileged children of Pinellas County FL;1 hour per month; 0 during trading; start date 1/2015 Barlas Financial Group, LLC; Investment related: No; 905 E Martin Luther King Jr Dr,Ste660 Tarpon Springs FL 34689 USA; We offer Financial Planning is a collaborative process that helps maximize a Client's potential for meeting life goals through Financial Advice that integrates relevant elements of the Client's personal and financial circumstances, For this service fees may be charges. I can receive fee based compensation for income tax preparation, income tax planning, and compensation for comprehensive financial planning in accordance with certified financial planning board policy and procedures where which a fee may be charged.; Managing Partner; 2024-01-03; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 6; Manage the day to day of the tax practice and Wealth Management division.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-29

Designations

Other Names

• Terry O'REilly