Cornelius Joseph O'REilly

Current Employers

Employment History

• 09/2022 → 12/2024
  Oreilly Wealth Coaching Llc
  Staten Island, NY
• 11/2018 → 04/2025
  The O'REilly Law Firm Pllc
  Staten Island, NY
• 06/2014 → 11/2018
  Lopresti & O'REilly Llp
  New York, NY
• 11/2023 → 08/2024
  Brokers International Financial Services
  Staten Island, NY
• 04/2024 → Present
  Integrity Advisory Solutions
  Staten Island, NY
• 04/2025 → Present
  Summit Estate Planning Group, Pllc
  Staten Island, NY

Previous Registrations

• 2023-07-18 → 2024-12-31
  O'REilly Wealth Coaching Llc
  Staten Island, NY
  Neptune, NJ
• 2023-11-27 → 2024-08-08
  Integrity Alliance, Llc.
  Urbandale, IA
  Staten Island, NY

Other Businesses

1) Summit Estate Planning Group, PLLC; not investment related; 900 South Avenue, Suite 104, Staten Island, New York 10314; Law Firm; Owner; 04/02/2025; 50 hours per month; 40 hours during security hours; estate planning, and trust and estate administration. 2) Summit Wealth Group, LLC; not investment related; 900 South Avenue, Suite 104, Staten Island, New York 10314; Fixed insurance Sales; Salesman; 04/02/2025; 40 hours per month; 40 hours during security hours; Sales of health fixed insurance. 3) American Academy Wealth; Investment Related; 900 South Avenue, Suite 104, Staten Island, New York 10314; DBA for securities; Advisor; 11/16/2023; 40 hours per month; 40 hours during security hours; Assist clients with financial coaching.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-29
• S65 Uniform Investment Adviser Law Examination
  2022-06-13

Other Names

• Neil O'REilly