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CASEY PATRICK OROURKE
CASEY P O'ROURKE, CASEY PATRICK O'ROURKE, CASEY OROURKE
CRD#: 5232499
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 910 OLD CAMP RD STE 90
THE VILLAGES, FL 32162
Registration History
20062008201020122014201620182020202220242 FIRMS2018 - Present (6 years)BSII INVESTMENTS, INC. (CRD# 2225)2013 - 2018 (4 years)BALLSTATE FINANCIAL SERVICES, LLC (CRD# 18272)2013 - 2013 (<1 year)BALLSTATE FINANCIAL SERVICES, LLC (CRD# 18272)2008 - 2012 (3 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2007 - 2008 (1 year)BCITICORP INVESTMENT SERVICES (CRD# 23988)2006 - 2007 (<1 year)IASII INVESTMENTS, INC. (CRD# 2225)2014 - 2018 (4 years)
Disclosure(s)
View By:
11/7/2023
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 12/22/2021

B
Missouri 4/19/2023

B
Arizona 9/15/2022

B
Montana 2/9/2022

B
California 1/28/2022

B
Nevada 1/12/2022

B
Colorado 1/19/2022

B
New Hampshire 4/19/2023

B
Connecticut 3/17/2023

B
New Jersey 12/26/2019

B
Delaware 9/26/2022

B
New York 1/12/2022

B
Florida 2/14/2018

B
North Carolina 1/13/2022

IA
Florida 2/15/2018

B
North Dakota 2/23/2023

B
Georgia 12/22/2021

B
Ohio 7/6/2021

B
Idaho 9/20/2022

B
Oregon 9/30/2024

B
Illinois 1/12/2022

B
Pennsylvania 1/11/2022

B
Iowa 10/31/2022

B
South Carolina 1/12/2022

B
Kansas 2/22/2023

B
Tennessee 1/12/2022

B
Kentucky 2/24/2023

B
Texas 1/13/2022

B
Maine 10/31/2022

IA
Texas 10/20/2022

B
Maryland 1/12/2022

B
Virginia 6/5/2019

B
Massachusetts 1/12/2022

B
Washington 7/14/2022

B
Michigan 1/12/2022

B
West Virginia 4/19/2023

B
Minnesota 7/12/2022

B
Wisconsin 1/12/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
910 OLD CAMP RD STE 90, THE VILLAGES, FL 32162
OXFORD, FL
Registered with this firm since 2/15/2018

B
LPL FINANCIAL LLC (CRD#:6413)
910 OLD CAMP RD STE 90, THE VILLAGES, FL 32162
OXFORD, FL
Registered with this firm since 2/14/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/03/2014 - 02/15/2018 SII INVESTMENTS, INC. (CRD#:2225) THE VILLAGES, FL
B
06/25/2013 - 02/14/2018 SII INVESTMENTS, INC. (CRD#:2225) THE VILLAGES, FL
B
01/10/2013 - 06/18/2013 ALLSTATE FINANCIAL SERVICES, LLC (CRD#:18272) BELLEVIEW, FL
B
09/22/2008 - 07/10/2012 ALLSTATE FINANCIAL SERVICES, LLC (CRD#:18272) PATCHOGUE, NY
B
05/29/2007 - 09/18/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) MANHASSET, NY
B
10/23/2006 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) HUNTINGTON, NY
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B
Broker
IA
Investment Adviser
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.