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Kevin Michael Mccloskey

Mosley Wealth Management, Inc.

Anaheim, CA

CRD 8303682

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Employer firm

Mosley Wealth Management, Inc. CRD 318592

$279M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Mosley Wealth Management, Inc.

2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-07
  • CA RA
    APPROVED
    Since 2026-07-07

Branch Locations

2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • 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
Mosley Wealth Management Anaheim CA 08/2024 Present
San Gabriel Academy San Gabriel CA 10/2010 07/2024
  • 08/2024 → Present
    Mosley Wealth Management
    Anaheim, CA
  • 10/2010 → 07/2024
    San Gabriel Academy
    San Gabriel, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-13
  • S65 Uniform Investment Adviser Law Examination
    2026-06-13

View on SEC IAPD

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