O'Leary Terence Thomas Kevin appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. O'Leary Terence Thomas Kevin appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BEANSTOX | CHAIRMAN | MONTREAL, QUEBEC |
| — | Form ADV | LINCOLN INVESTMENT PLANNING, LLC | EXECUTIVE VICE-PRESIDENT, CHIEF REVENUE OFFICER | FORT WASHINGTON, PA |
| — | Form ADV | CAPITAL ANALYSTS, LLC | EXECUTIVE VICE PRESIDENT AND CHIEF REVENUE OFFICER | FORT WASHINGTON, PA |
| — | Form ADV | O'LEARY VENTURES MANAGEMENT, L.P. | SOLE SHAREHOLDER | MIAMI, FL |
| — | Form ADV | O'SHARES INVESTMENT ADVISERS, LLC | STOCKHOLDER | MONTREAL |