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Evan William Reilly

Corient

Birmingham, MI

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-12-05
  • MI RA
    APPROVED
    Since 2022-12-05

Branch Locations

260 East Brown Street Suite 100, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Ypsilanti MI 03/2015 12/2017
Jpmorgan Chase Bank Ypsilanti MI 03/2015 12/2017
Jp Morgan Chase Bank Rochester MI 12/2017 04/2019
Jpmorgan Securities Llc Rochester MI 12/2017 04/2019
R.H. Bluestein & Co Llc Birmingham MI 04/2019 07/2023
Corient Birmingham MI 11/2022 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 03/2015 → 12/2017
    Jpmorgan Securities Llc
    Ypsilanti, MI
  • 03/2015 → 12/2017
    Jpmorgan Chase Bank
    Ypsilanti, MI
  • 12/2017 → 04/2019
    Jp Morgan Chase Bank
    Rochester, MI
  • 12/2017 → 04/2019
    Jpmorgan Securities Llc
    Rochester, MI
  • 04/2019 → 07/2023
    R.H. Bluestein & Co Llc
    Birmingham, MI
  • 11/2022 → Present
    Corient
    Birmingham, MI
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2021-06-04 → 2023-07-03
    R.H. Bluestein & Co Llc
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-04
S63 Uniform Securities Agent State Law Examination 2015-05-07
  • S65 Uniform Investment Adviser Law Examination
    2021-06-04
  • S63 Uniform Securities Agent State Law Examination
    2015-05-07

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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