Team move
O'Reilly LLC
LPL Financial → Millenia Investments
What changed
Part of O'Reilly LLC joining Millenia Investments as service adviser support specialist.
- Reported / discovered
- Aug 19, 2026
- Effective
- Not reported
- New role
- Service Adviser Support Specialist
- Previous role
- Not reported
- Market
- Chesterfield, MO
- Reported book
- $250M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER — Advice ↗Aug 19, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled