# KEVIN PATRICK WONG

KEVIN PATRICK WONG is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-01-19 | present | Yes |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2020-05-01 | 2024-01-19 | — |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2017-01-05 | 2020-05-05 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2009-07-07 | 2020-05-05 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2006-05-02 | 2009-07-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4376698)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4376698.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.