Investment adviser representative · Surepath Financial Services, LLC
Kenneth A. O'Leary
CRD 1352175 · Woodstock, GA
At a glance
Kenneth A. O'Leary is an investment adviser representative with Surepath Financial Services, LLC in Woodstock, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kenneth’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Surepath Financial Services, LLCSince November 2017Woodstock, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kenneth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.