# Kevin Patrick Mooney

Kevin Patrick Mooney is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with ASSETMARK, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2026-07-21 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2024-08-22 | 2026-06-22 | — |
| [TLG ADVISORS, INC.](https://search.stillhousedata.com/firm/111052) | 2014-05-09 | 2015-01-06 | — |
| [DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.](https://search.stillhousedata.com/firm/13162) | 2011-05-25 | 2012-09-18 | — |
| [JAGEN INVESTMENTS, LLC](https://search.stillhousedata.com/firm/148607) | 2011-02-15 | 2011-05-24 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2007-11-09 | 2008-06-04 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2004-03-12 | 2005-11-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3023321)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3023321.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.