Kevin Patrick Mooney is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with ASSETMARK, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ASSETMARK, INC. | 2026-07-21 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2024-08-22 | 2026-06-22 | — |
| TLG ADVISORS, INC. | 2014-05-09 | 2015-01-06 | — |
| DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 2011-05-25 | 2012-09-18 | — |
| JAGEN INVESTMENTS, LLC | 2011-02-15 | 2011-05-24 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2007-11-09 | 2008-06-04 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2004-03-12 | 2005-11-22 | — |