Best Investors Account Sign in

Kevin Robert Lonergan

LPl Financial LLC

Foster City, CA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-26
TX RA APPROVED 2023-07-24
  • CA RA
    APPROVED
    Since 2023-07-26
  • TX RA
    APPROVED
    Since 2023-07-24

Branch Locations

303 Vintage Park Dr Ste 120, Foster City, CA 94404 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Foster City CA 01/2015 03/2017
Mml Investors Services, Llc Foster City CA 03/2017 09/2020
Massmutual Life Insurance Co Foster City CA 07/2016 09/2020
Lincoln Financial Securities Corporation Burlingame CA 09/2020 Present
Lpl Financial Llc San Carlos CA 07/2023 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Foster City, CA
  • 03/2017 → 09/2020
    Foster City, CA
  • 07/2016 → 09/2020
    Massmutual Life Insurance Co
    Foster City, CA
  • 09/2020 → Present
    Lincoln Financial Securities Corporation
    Burlingame, CA
  • 07/2023 → Present
    San Carlos, CA
Previous Registrations
  • 2020-09-28 → 2023-08-15
    Osaic Fs, Inc.
    Fort Wayne, IN
    San Carlos, CA
  • 2017-03-25 → 2020-09-23
    Redwood City, CA
    San Jose, CA
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Foster City, CA
    Foster City, CA
  • 2008-06-18 → 2015-01-02
    New England Securities
    Foster City, CA
Other Businesses

1) 07/03/2023 - HAZY HEN ENDEAVORS LLC - Business Entity For Tax/Investment Purposes Only - Owner - CA 94002 - Non investment related - 5 Hours per month - Start date: 01/15/2021. 2) 07/03/2023 - Kevin Lonergan - Non-Variable Insurance - Selling: Life, health, indexed life, disability, LTC, Prudential, Banner Life, Lincoln, AIP - CA 94070 - Investment related - 5 Hours per month - Start date: 11/27/1987. 3) 04/14/2026 - Pacific Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 160 hours per month/ 8 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-10
S63 Uniform Securities Agent State Law Examination 1996-06-20
  • S66 Uniform Combined State Law Examination
    2008-04-10
  • S63 Uniform Securities Agent State Law Examination
    1996-06-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor