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Thursday, October 1, 2026The Morning Brief →Sign in
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Millenia Investments

In PWD coverage since August 18, 2026 · 1 story
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Patrick O'Reilly
Aug 19 · from O'Reilly LLC
Carrie Wyatt
Aug 19 · from LPL Financial LLC
Departures
None tracked.
PWD coverage
Moves

O'Reilly family practice leaves LPL for Osaic with $250 million

A second-generation St. Louis practice joins Millenia Investments, headed by the founder's onetime protégé.
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