Kevin Obrien

BMO CAPITAL MARKETS

Lake Oswego, OR 97035

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CRD#: 7932090

Professional summary

Kevin Obrien is a registered financial professional currently at BMO CAPITAL MARKETS CORP. located in Lake Oswego, Oregon and CRITICALPOINT PARTNERS LLC located in El Segundo, California.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2024. Kevin has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Obrien's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2024 - Present

BMO CAPITAL MARKETS CORP.

Office #1: 4949 Meadows Road Suite 350, Lake Oswego, OR 97035Office #2: 520 Pike Street Suite 2210, Seattle, WA 98101

CRD#: 16686

Lake Oswego, OR

Current

July 2, 2026 - Present

CRITICALPOINT PARTNERS LLC

Office #1: 2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245

CRD#: 317345

EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/10/2025)

Alaska
(1/10/2025)

Arizona
(1/10/2025)

Arkansas
(1/10/2025)

California
(1/10/2025)

Colorado
(1/10/2025)

Connecticut
(1/10/2025)

Delaware
(1/10/2025)

District of Columbia
(1/10/2025)

Florida
(1/10/2025)

Georgia
(1/10/2025)

Hawaii
(1/10/2025)

Idaho
(1/10/2025)

Illinois
(1/10/2025)

Indiana
(1/10/2025)

Iowa
(1/10/2025)

Kansas
(1/10/2025)

Kentucky
(1/10/2025)

Louisiana
(1/10/2025)

Maine
(1/10/2025)

Maryland
(1/10/2025)

Massachusetts
(1/10/2025)

Michigan
(1/10/2025)

Minnesota
(1/10/2025)

Mississippi
(1/10/2025)

Missouri
(1/10/2025)

Montana
(1/10/2025)

Nebraska
(1/10/2025)

Nevada
(1/10/2025)

New Hampshire
(1/10/2025)

New Jersey
(1/10/2025)

New Mexico
(1/10/2025)

New York
(1/10/2025)

North Carolina
(1/10/2025)

North Dakota
(1/10/2025)

Ohio
(1/10/2025)

Oklahoma
(1/10/2025)

Oregon
(1/9/2025)

Pennsylvania
(1/10/2025)

Rhode Island
(1/10/2025)

South Carolina
(1/10/2025)

South Dakota
(1/10/2025)

Tennessee
(1/10/2025)

Texas
(1/10/2025)

Utah
(1/10/2025)

Vermont
(1/10/2025)

Virginia
(1/10/2025)

Washington
(1/10/2025)

West Virginia
(1/10/2025)

Wisconsin
(1/10/2025)

Wyoming
(1/10/2025)

Exams

State Security Law Exam

Series 63

Date: 12/21/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 9/20/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 8/30/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CRITICALPOINT PARTNERS LLC

CRD#: 317345 / SEC#: , 8-70885

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245

Mailing Address

2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245

Phone number

(310) 321-4400

Established

California since 05/31/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
MABRA HOLDINGS LLC	MEMBER
ROMERO, MONIQUE VICTORIA	FINOP/PFO/POO	6712654
YOUNG, WILLIAM MATTHEW	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	4205625

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin Obrien

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Obrien's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO CAPITAL MARKETS CORP.

CRITICALPOINT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/2024

Series 79TO

Date: 9/20/2024

SIE

Date: 8/30/2024

FINRA

Current Firm

CRITICALPOINT PARTNERS LLC

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CRITICALPOINT PARTNERS LLC

TRUST BUT VERIFY

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