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Kevin Bruce Lozer

Oakton Financial, LLC

Reston, VA

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Current Employers
Oakton Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-10
  • S65 Uniform Investment Adviser Law Examination
    2008-04-10
Designations
Other Names
  • Kevin Bruce Loser
  • Kevin Lozer
  • Kevin B. Lozer

View on SEC IAPD

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F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

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Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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