Timothy P Oleary

Current Employers

Employment History

• 01/2014 → 02/2018
  Scottrade
  Saint Louis, MO
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Omaha, NE
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2022 → 05/2022
  Goldman Sachs Ayco
  Dallas, TX
• 01/2021 → 12/2021
  Unemployed
  Denver, CO
• 10/2022 → 12/2022
  Creativeone Wealth, Llc
  Overland Park, KS
• 10/2022 → 12/2022
  Bowman Financial Strategies
  Englewood, CO
• 06/2022 → 09/2022
  Unemployed
  Highlands Ranch, CO
• 02/2023 → 09/2024
  O'LEary Financial Strategies, Llc
  Greenwood Village, CO
• 05/2024 → 06/2025
  Creative Planning, Llc
  Denver, CO
• 07/2025 → 09/2025
  Unemployed
  Littleton, CO
• 10/2025 → Present
  Allstate Insurance Co
  Northbrook, IL
• 10/2025 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 10/2025 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 10/2025 → Present
  Mercor.iO Corporation (Mercor)
  Littleton, CO
• 11/2025 → Present
  O'LEary Enterprises, Llc
  Littleton, CO
• 05/2026 → Present
  Fedex Express
  Englewood, CO

Previous Registrations

• 2024-05-16 → 2025-06-17
  Creative Planning
  Denver, CO
  Overland Park, KS
• 2023-03-10 → 2024-09-05
  O'LEary Financial Strategies Llc
  Greenwood Village, CO
• 2022-10-17 → 2022-12-13
  Creativeone Wealth, Llc
  Englewood, CO
  Overland Park, KS
• 2022-04-29 → 2022-05-26
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX
• 2018-02-26 → 2021-01-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Greenwood Village, CO
  Denver, CO
• 2018-02-27 → 2020-12-31
  Td Ameritrade, Inc.
  Denver, CO
  Omaha, NE
• 2016-03-18 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
  Westminster, CO
• 2003-09-10 → 2014-01-17
  Td Ameritrade, Inc.
  Denver, CO
• 2006-05-17 → 2014-01-17
  Td Ameritrade Investment Management, Llc
  Greenwood Village, CO

Other Businesses

RENTAL PROPERTIES POSITION: Property Owner, Property Manager NATURE: 3 Rental Properties...2586-A Meadows Blvd,Castle Rock, CO 80109 Douglas County (listed above); 8991 E Phillips Dr Centennial, CO 80112; Arapahoe County; 750 Elmhurst Dr, Unit E Highlands Ranch, CO 80129 Douglas County INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 2586 Meadows Boulevard, Unit A, Castle Rock CO 80109, United States DESCRIPTION: I manage my personally owned real estate investment properties, including finding and screening renters, collecting rental income, paying expenses (mortgage, HOA, taxes, insurance), and handling property operations such as scheduling repairs and overseeing maintenance. AUTO DRIVEAWAY / INDEPENDENT CONTRACTOR POSITION: Driver/Independent Contractor NATURE: Transportation and logistics company providing vehicle relocation and delivery services for clients nationwide. I provide occasional ad hoc driving services as an independent contractor (pickup and delivery of client vehicles). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 552 E DRY CREEK PL, LITTLETON CO 80122, United States DESCRIPTION: Provide vehicle transport services as an independent contractor for Auto Driveaway. Duties include driving vehicles between client locations for dealerships, fleet management companies, and other commercial clients. Work is performed on an as-needed, part-time basis. No managerial, supervisory, or financial responsibilities are involved. MERCOR.IO CORPORATION (MERCOR) POSITION: Independent Contractor NATURE: Technology platform that connects independent contractors with short-term project-based, online, remote work opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2025 ADDRESS: 552 E Dry Creek Place, Littleton CO 80122, United States DESCRIPTION: This business activity involves occasional project-based consulting activities. The work includes research, analysis, and/or administrative support. Specifically, assessing, reviewing and providing feedback on AI-driven data analytics, with the objective of helping the firm optimize AI performance and efficiency. I participate solely as an independent contractor, accepting projects at my discretion. This work is technical in nature, is unrelated to securities, investment, or insurance activities. There are no interactions with any clients, customers, or individuals outside of Mercor. FEDEX EXPRESS POSITION: Part-Time Swing Driver NATURE: Part-Time Package delivery and transportation services in late afternoon/evenings. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: 7272 S Joliet St, Englewood CO 80112, United States DESCRIPTION: Part-time package pickup and delivery driver. Operate company vehicle, load/unload packages, and provide customer delivery services.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-08
• S63 Uniform Securities Agent State Law Examination
  1996-08-13

Other Names

• Tim O'LEary
• Timothy Patrick Oleary