# O'Leary Terence Thomas Kevin

O'Leary Terence Thomas Kevin appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [BEANSTOX](https://search.stillhousedata.com/firm/291957) | CHAIRMAN | MONTREAL, QUEBEC |
| — | Form ADV | [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | EXECUTIVE VICE-PRESIDENT, CHIEF REVENUE OFFICER | FORT WASHINGTON, PA |
| — | Form ADV | [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | EXECUTIVE VICE PRESIDENT AND CHIEF REVENUE OFFICER | FORT WASHINGTON, PA |
| — | Form ADV | [O'LEARY VENTURES MANAGEMENT, L.P.](https://search.stillhousedata.com/firm/325968) | SOLE SHAREHOLDER | MIAMI, FL |
| — | Form ADV | [O'SHARES INVESTMENT ADVISERS, LLC](https://search.stillhousedata.com/firm/284445) | STOCKHOLDER | MONTREAL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.