OK
O'leary, Kevin Joseph
CRD 4329123
Firms
No current firm registrations on file.
Ownership stakes
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Lincoln Investment Planning, Llc
Executive Vice President, Chief Growth Officer · Less than 5% · Nov 2024
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Capital Analysts, Llc
President And Chief Executive Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗