Kendra Marie O'REilly

Current Employers

Employment History

• 05/2012 → 09/2016
  Lpl Financial
  Manchester, CT
• 09/2016 → 09/2021
  Key Investment Services Llc
  Manchester, CT
• 10/2021 → Present
  Lpl Financial, Llc
  Manchester, CT
• 10/2021 → Present
  Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc)
  Manchester, CT

Previous Registrations

• 2016-09-21 → 2021-10-22
  Key Investment Services Llc
  Manchester, CT
  Manchester, CT
  Cohoes, NY
  Brooklyn, OH
• 2012-05-11 → 2016-09-21
  Lpl Financial Llc
  Manchester, CT
  Columbia, CT
  Hebron, CT
  Manchester, CT
  East Hartford, CT
  Manchester, CT
  East Hartford, CT
  Manchester, CT
  Manchester, CT
  Manchester, CT
  Manchester, CT
  West Hartford, CT
  Glastonbury, CT
  East Hartford, CT
• 2006-04-28 → 2012-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Hartford, CT
  Hartford, CT
  Lincoln, RI
  Farmington, CT
  Boston, MA
  Hartford, CT
  West Hartford, CT
  Hartford, CT
  New York, NY

Other Businesses

1. 10/14/2021 - Bridgestone Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/2021. 2. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/21/2025 - New England Retirement Strategies, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2025 - 160 hours per month/ during trading 4. 05/14/2025 - New England Retirement Strategies LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/25/2025 - 160 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-09

Other Names

• Kendra Gagnon O'REilly
• Kendra Marie O'REilly
• Kendra Marie O'REilly
• Kendra Marie Gagnon
• Kendra Marie Gagnon-O'REilly