TIMOTHY DAVID LONERGAN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with WESTMOUNT PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WESTMOUNT PARTNERS, LLC | 2021-07-23 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-07 | 2021-06-29 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-05-07 | 2020-06-23 | — |
| SVB WEALTH | 2018-07-24 | 2019-03-12 | — |