Kenneth Alan O'LEary

Current Employers

Employment History

• 08/2011 → 11/2017
  Woodstock Financial Group
  Woodstock, GA
• 11/2017 → Present
  Surepath Financial Services, Llc
  Woodstock, GA
• 06/2017 → 01/2021
  Send Out Cards
  Woodstock, GA
• 09/2015 → Present
  Reliv
  Woodstock, GA
• 02/1999 → Present
  Kenneth A. O'LEary, Sole Proprietor
  Woodstock, GA
• 06/2011 → Present
  100 Ivy Village, Llc
  Woodstock, GA
• 04/2024 → Present
  Mana Estate Docs
  Woodstock, GA

Previous Registrations

• 2011-08-30 → 2017-11-14
  Woodstock Financial Group, Inc.
  Woodstock, GA
  Woodstock, GA
• 2007-03-14 → 2011-08-26
  Edward Jones
  Roswell, GA

Other Businesses

1. INSURANCE AGENT FOR VARIOUS INSURANCE CARRIERS; INVESTMENT RELATED; SELL NON - SECURITIES INSURANCE PRODUCTS, 3380 TRICKUM ROAD #100 - 100 WOODSTOCK, GA 30188, SOLE PROP.; started around 08/2011; Devotes approximately FIVE HOURS A MONTH which are DURING TRADING HOURS; duties include selling non-securities insurance products. 2. Ken O'Leary; non-investment related; 3380 Trickum Rd Bldg. 100 Ste 100 Woodstock, GA 30188; Sell nutrition products (Reliv) and offer same opportunity to other (MLM); master affiliate; started 10/2015; devotes approximately 10 hours a month which none are during security hours; duties inclue direct sale of products and presenting business opportunity to others. 3. 100 Ivy Village, LLC; Start 08/11; investment related; Woodstock, GA; owner of business rental property; approximately one hour per month spent on this activity. 4. Mana Estate Docs; No; Woodstock, GA; Franchise type business that sells do-it-yourself software to clients wishing to create living revocable trusts; Owner; 02/2024; 10/ HRS MO; 10/ HRS MO; Demo the software, assist them in setting up their account, Process Payments.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-02
• S63 Uniform Securities Agent State Law Examination
  1998-11-04

Designations

Other Names

• Ken Oleary
• Kenneth Alan Oleary