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Patrick Ryan O'COnnell

Laureate Wealth Management, LLC

Nashville, TN

Glen Ellyn, IL

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Current Employers
Laureate Wealth Management, Llc

460 N. Main Street Suite 304, Glen Ellyn, IL 60137 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-05-14
IL RA APPROVED 2020-05-05
  • TN RA
    APPROVED
    Since 2026-05-14
  • IL RA
    APPROVED
    Since 2020-05-05

Branch Locations

Nashville, TN • United States

460 N. Main Street Suite 304, Glen Ellyn, IL 60137 • 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
Laureate Wealth Management, Llc Glen Ellyn IL 01/2020 Present
The Home Depot Palatine IL 05/2016 01/2020
Wheaton College Wheaton IL 08/2015 05/2019
  • 01/2020 → Present
    Laureate Wealth Management, Llc
    Glen Ellyn, IL
  • 05/2016 → 01/2020
    The Home Depot
    Palatine, IL
  • 08/2015 → 05/2019
    Wheaton College
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-05
  • S65 Uniform Investment Adviser Law Examination
    2020-05-05

View on SEC IAPD

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