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Stephen Patrick O'REilly

Cetera Investment Advisers LLC

Pensacola, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-11
FL RA APPROVED 2014-06-30
  • TX RA
    APPROVED
    Since 2023-01-11
  • FL RA
    APPROVED
    Since 2014-06-30

Branch Locations

1289 Airport Blvd, Pensacola, FL 32504 • 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
Pen Air Credit Union Pensacola FL 03/2007 Present
Cetera Investment Services Llc St. Cloud MN 09/2009 Present
Cetera Investment Advisors Llc Saint Cloud MN 01/2014 Present
  • 03/2007 → Present
    Pen Air Credit Union
    Pensacola, FL
  • 09/2009 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2014 → Present
    Cetera Investment Advisors Llc
    Saint Cloud, MN
Previous Registrations
  • 2000-12-01 → 2009-09-08
    Cetera Wealth Services, Llc
    Pensacola, FL
    Jacksonville, FL
    Gainesville, FL
    Ocala, FL
    Sunrise, FL
Other Businesses

1.) POA FOR MOTHER MNO 2.) REFER STRUCTURED SETTLEMENT ANNUITY CASES TO VANBRIDGE INSURANCE AND CAPITOL SOLUTIONS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06
Designations
Other Names
  • Steve Patrick Oreilly
  • Stephen Patrick Oreilly

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
VM. GROUP
CHARLES SCHWAB & CO., INC.

Other Investors

WALTER BRYAN HILL
Evan Jacob Seagle
Robert Charles Lucier
Trevor Samuel Odom
WESLEY SYFRETT ODOM
Frank Pesce III
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pensacola, FL
HHM WEALTH ADVISORS, LLC · Pensacola, FL
EDWARD JONES · PENSACOLA, FL
ARMADA ADVISORS · PENSACOLA, FL
EDWARD JONES · PENSACOLA, FL
KINGSMAN WEALTH MANAGEMENT INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSCOLA, FL

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