Wyatt R. O'rourke
Professional summary
Wyatt R O'rourke, who also goes by Wyatt Robert O'rourke, Wyatt Robert Orourke, Wyatt Orourke, is a registered financial advisor currently at BASILIC located in Denver, Colorado.
Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Wyatt has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wyatt R O'rourke's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2024 - Present
BASILIC
Office #1: 3700 N Franklin St. Suite 2, Denver, CO 80205December 11, 2023 - January 10, 2024
ONEAMERICA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2024)
(1/24/2025)
Exams
Series 7TO
Date: 12/11/2023
General Securities Representative ExaminationCurrent Firm
BASILIC
CRD#: 329731 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 1,845,446 |
Red Flags
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