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Leesburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilb Group(Dba: Summit Insurance) | Leesburg | VA | 10/1985 | Present |
| Kevin A. O'NEil Ltd. | Leesburg | VA | 02/1995 | 05/2020 |
| Rafalko Advisors, Inc. | Leesburg | VA | 04/2012 | 12/2017 |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 12/2017 | 04/2020 |
| Kevin A. O'NEil Ltd. (Dba Financial Advisor) | Leesburg | VA | 05/2020 | Present |
1) Hilb Group (DBA: Summit Insurance), LEESBURG VA, LICENSED INSURANCE AGENT, STARTED 10/85, SELL AND SERVICE INSURANCE PLANS (LIFE, HEALTH, DISABILITY, DENTAL).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
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