Kevin Cleary Sourk

Current Employers

Employment History

• 02/2013 → 07/2018
  Capital One Financial Advisors
  Melville, NY
• 01/2015 → 07/2018
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → 07/2018
  Sharebuilder 401K
  Seattle, WA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Mclean, VA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Mclean, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Reston, VA

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Reston, VA
  Bethesda, MD
• 2015-01-28 → 2018-07-11
  Capital One Advisors, Llc
  Seattle, WA
  Centreville, VA
  Mclean, VA
• 2013-03-20 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

1. ACTAEON WEALTH MANAGEMENT LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/16/2018 ADDRESS: 10701 Parkridge Blvd, Suite 130, Reston VA 20191, United States DESCRIPTION: financial advisor 2. KEVIN SOURK POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2024 ADDRESS: 10701 Parkridge Blvd, Ste 130, Reston VA 20191, United States DESCRIPTION: provide insurance quotes and recommendations for clients

Exams

• S66 Uniform Combined State Law Examination
  2013-03-19