Kevin Patrick Dunford

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 08/2019
  Foresters Advisory Services Llc
  Cheektowaga, NY
• 04/2016 → 08/2019
  Foresters Financial Services
  Cheektowaga, NY
• 12/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2019 → 06/2020
  Axa Equitable
  Williamsville, NY
• 09/2019 → 11/2019
  Unemployed
  Amherst, NY
• 12/2019 → 12/2024
  Equitable Advisors, Llc
  New York, NY
• 12/2019 → 12/2024
  Equitable
  Williamsville, NY
• 12/2024 → Present
  Osaic Wealth, Inc.
  N Tonawanda, NY

Previous Registrations

• 2020-01-17 → 2024-12-09
  Equitable Advisors, Llc
  Williamsville, NY
  Amherst, NY
• 2013-10-15 → 2019-06-20
  Foresters Advisory Services, Llc
  Cheektowaga, NY

Other Businesses

1. KEVIN DUNFORD FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2004 ADDRESS: 100 Corporate Pkwy, Suite 320, Amherst NY 14226, United States DESCRIPTION: Sales and service of fixed insurance and annuities 2. ATLAS WEALTH ADVISORS LLC POSITION: Registered Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/09/2024 ADDRESS: 100 Corporate Pkwy, Suite 320, Buffalo NY 14226, United States DESCRIPTION: Compliance and supervisory support for Atlas Wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-08
• S63 Uniform Securities Agent State Law Examination
  2004-04-01