Inactive

Kevin Bruce Lozer

Oakton Financial, LLC

CRD 5504673

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Employer firm

Oakton Financial, LLC CRD 297609

$20.4M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Oakton Financial, Llc

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2018-07-30

VA RA
APPROVED

Since 2018-07-30

Branch Locations

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Clearlogic Financial, Inc., F/K/A Ticknor Atherton & Associates	Reston	VA	03/2008	06/2018
Oakton Financial, Llc	Herndon	VA	05/2018	Present

03/2008 → 06/2018

Clearlogic Financial, Inc., F/K/A Ticknor Atherton & Associates

Reston, VA
05/2018 → Present

Oakton Financial, Llc

Herndon, VA

Previous Registrations

2008-04-11 → 2018-07-19

Clearlogic Financial, Inc.

Reston, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-10

S65 Uniform Investment Adviser Law Examination

2008-04-10

Designations

Certified Financial Planner

Other Names

Kevin Bruce Loser
Kevin Lozer
Kevin B. Lozer

View on SEC IAPD

Nearby Firms

MASON INVESTMENT ADVISORY SERVICES INC

STAPLE INVESTMENTS LLC

CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRIAN MICHAEL KELLEY

Shayna Amalie Lebowitz

Nearby Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA

STAPLE INVESTMENTS LLC · RESTON, VA

CETERA INVESTMENT ADVISERS LLC · RESTON, VA

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