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Kevin Patrick Whelan

Opus Capital Management

Cincinnati, OH

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Current Employers
Opus Capital Management

221 East 4Th Street Suite 2850, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
CA RA APPROVED 2025-04-15
IL RA APPROVED 2025-04-15
IN RA APPROVED 2025-04-15
MI RA APPROVED 2025-04-15
TX RA APPROVED 2025-04-15
KY RA APPROVED 2024-01-19
OH RA APPROVED 2006-01-26
  • FL RA
    APPROVED
    Since 2025-05-08
  • CA RA
    APPROVED
    Since 2025-04-15
  • IL RA
    APPROVED
    Since 2025-04-15
  • IN RA
    APPROVED
    Since 2025-04-15
  • MI RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15
  • KY RA
    APPROVED
    Since 2024-01-19
  • OH RA
    APPROVED
    Since 2006-01-26

Branch Locations

221 East 4Th Street Suite 2850, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Opus Capital Management, Inc. Cincinnati OH 12/1998 Present
  • 12/1998 → Present
    Opus Capital Management, Inc.
    Cincinnati, OH
Previous Registrations
  • 2006-01-26 → 2007-03-16
    Opus Capital Management Llc
    Cincinnati, OH
Designations

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH
MORGAN STANLEY · Cincinnati, OH

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