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Detailed Report
CHRISTOPHER FRANCES O'REILLY
CHRISTOPHER E O'REILLY, CHRISTOPHER F O'REILLY, CHRISTOPHER O'REILY, CHRIS OREILLY
CRD#: 4445939
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1 N HIGH ST
WEST CHESTER, PA 19381
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 139 S BROAD ST
LANSDALE, PA 19446
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2004 - 2005 (<1 year)2 FIRMS2005 - 2005 (<1 year)2 FIRMS2005 - 2010 (4 years)2 FIRMS2010 - 2016 (6 years)2 FIRMS2016 - 2022 (6 years)2 FIRMS2022 - Present (2 years)BQUICK & REILLY, INC. (CRD# 11217)2001 - 2004 (2 years)IAQUICK & REILLY, INC. (CRD# 11217)2002 - 2004 (2 years)
Disclosure(s)
View By:
4/3/2003
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 10/17/2022
B
New York 9/20/2022
B
Alaska 9/20/2022
B
North Carolina 9/20/2022
B
Arizona 9/20/2022
B
Pennsylvania 9/20/2022
B
California 9/20/2022
IA
Pennsylvania 9/20/2022
B
Delaware 9/20/2022
B
Rhode Island 9/20/2022
B
Florida 9/20/2022
IA
Rhode Island 1/19/2023
B
Maryland 9/20/2022
B
South Carolina 2/9/2023
B
Massachusetts 9/20/2022
B
Texas 9/20/2022
B
New Jersey 9/20/2022
B
Virginia 9/20/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
139 S BROAD ST, LANSDALE, PA 19446
604 N WEST END BLVD, QUAKERTOWN, PA 18951
Registered with this firm since 9/20/2022
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
1 N HIGH ST, WEST CHESTER, PA 19381
Registered with this firm since 9/20/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/21/2016 - 09/28/2022 KEY INVESTMENT SERVICES LLC (CRD#:136300) NORTH WALES, PA
B
 09/21/2016 - 09/28/2022 KEY INVESTMENT SERVICES LLC (CRD#:136300) NORTH WALES, PA
IA
 05/04/2010 - 09/21/2016 LPL FINANCIAL LLC (CRD#:6413) KENNETT SQUARE, PA
B
 05/04/2010 - 09/21/2016 LPL FINANCIAL LLC (CRD#:6413) KENNETT SQUARE, PA
IA
 10/14/2005 - 05/05/2010 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) SPRING HOUSE, PA
B
 10/14/2005 - 05/05/2010 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) SPRING HOUSE, PA
IA
 02/14/2005 - 10/14/2005 ICBA FINANCIAL SERVICES CORPORATION (CRD#:35089) COLLEGEVILLE, PA
B
 02/14/2005 - 10/14/2005 ICBA FINANCIAL SERVICES CORPORATION (CRD#:35089) MEMPHIS, TN
IA
 10/20/2004 - 02/11/2005 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) PHILADELPHIA, PA
B
 10/20/2004 - 02/11/2005 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) BOSTON, MA
IA
 09/05/2002 - 10/20/2004 QUICK & REILLY, INC. (CRD#:11217) PHILADELPHIA, PA
B
 11/27/2001 - 10/20/2004 QUICK & REILLY, INC. (CRD#:11217) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.