Kevin J. O'connor
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin James O'connor was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 2009. Kevin had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 28, 2011 - January 20, 2012
TRUSTED FINANCIAL PARTNERS, LLC
March 28, 2011 - June 4, 2025
CHERRY TREE WEALTH MANAGEMENT, LLC
November 24, 2010 - February 16, 2011
CHERRY TREE WEALTH MANAGEMENT, LLC
August 10, 2009 - November 24, 2010
TRUSTED FINANCIAL PARTNERS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
TRUSTED FINANCIAL PARTNERS, LLC
CRD#: 115095 / SEC#: 801-72177
Contact information
Red Flags
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