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Inactive

Kerry Ann O'BRien

Ellevest

New York, NY

Walpole, MA

Beingfit Financial

Walpole, MA

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Current Employers
Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-11
NY RA APPROVED 2024-05-16
TX RA APPROVED 2024-05-16
  • MA RA
    APPROVED
    Since 2024-06-11
  • NY RA
    APPROVED
    Since 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Walpole, MA • United States

Beingfit Financial

Walpole, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-07
MA RA APPROVED 2020-05-13
  • TX RA
    APPROVED_RES
    Since 2023-04-07
  • MA RA
    APPROVED
    Since 2020-05-13

Branch Locations

Walpole, MA • 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
Metlife Investors Newport Beach CA 06/2006 03/2017
Mml Investors Services, Llc Walpole MA 03/2017 12/2019
Mass Mutual Life Insurance Company Walpole MA 07/2016 12/2019
Beingfit Financial Walpole MA 01/2020 Present
Origin Financial San Francisco CA 07/2021 01/2024
Murstein Cpa Brookline MA 01/2023 04/2023
Northrock Minneapolis MN 01/2024 04/2024
Ellevest New York NY 04/2024 05/2025
Kemalian & Associates Llp Canton MA 02/2025 Present
Goodman & Goodman Canton MA 08/2024 10/2024
  • 06/2006 → 03/2017
    Metlife Investors
    Newport Beach, CA
  • 03/2017 → 12/2019
    Mml Investors Services, Llc
    Walpole, MA
  • 07/2016 → 12/2019
    Mass Mutual Life Insurance Company
    Walpole, MA
  • 01/2020 → Present
    Beingfit Financial
    Walpole, MA
  • 07/2021 → 01/2024
    Origin Financial
    San Francisco, CA
  • 01/2023 → 04/2023
    Murstein Cpa
    Brookline, MA
  • 01/2024 → 04/2024
    Northrock
    Minneapolis, MN
  • 04/2024 → 05/2025
    Ellevest
    New York, NY
  • 02/2025 → Present
    Kemalian & Associates Llp
    Canton, MA
  • 08/2024 → 10/2024
    Goodman & Goodman
    Canton, MA
Previous Registrations
  • 2021-09-22 → 2024-03-18
    Origin Investment Advisory Llc
    Sarasota, FL
    Walpole, MA
  • 2017-03-25 → 2019-12-31
    Mml Investors Services, Llc
    Walpole, MA
    Dublin, OH
    Walpole, MA
  • 2016-04-13 → 2017-03-25
    Msi Financial Services, Inc.
    Boston, MA
    Boston, MA
    Springfield, MA
    Boston, MA
    Charlotte, NC
    Boston, MA
    Boston, MA
    Somerset, NJ
    Walpole, MA
    Dublin, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-19
  • S63 Uniform Securities Agent State Law Examination
    2008-12-19
Designations
Other Names
  • Kerry O'BRien
  • Kiki O'BRien

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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