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Myles Patrick O'REilly

Navigation Wealth Management

Fort Collins, CO

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Current Employers
Navigation Wealth Management

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • 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
O'REilly Financial, Llc Fort Collins CO 01/2012 07/2018
Retirement Wealth Advisors, Inc. Fort Collins CO 10/2014 08/2018
Navigation Wealth Management, Inc. Fort Collins CO 08/2018 Present
Navigation Financial Services, Inc. Fort Collins CO 07/2018 Present
  • 01/2012 → 07/2018
    O'REilly Financial, Llc
    Fort Collins, CO
  • 10/2014 → 08/2018
    Retirement Wealth Advisors, Inc.
    Fort Collins, CO
  • 08/2018 → Present
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 07/2018 → Present
    Navigation Financial Services, Inc.
    Fort Collins, CO
Previous Registrations
Other Businesses

07/2018-PRESENT, NAVIGATION FINANCIAL SERVICES, INC.; FORT COLLINS, CO; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; INSURANCE AGENT; HOURS DEDICATED: 40/WEEK (22.5/WEEK DURING TRADING HOURS)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-05
  • S66 Uniform Combined State Law Examination
    2006-01-05
Other Names
  • Myles P Oreilly Jr
  • Myles Patrick Oreilly
  • Myles Patrick O'REilly Jr.
  • Myles Patrick O'REilly.

View on SEC IAPD

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