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Inactive

Kevin Oneil

Ko Financial

Leesburg, VA

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Current Employers
Ko Financial

Leesburg, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-06-05
  • VA RA
    APPROVED
    Since 2020-06-05

Branch Locations

Leesburg, VA • 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
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
  • 10/1985 → Present
    Hilb Group(Dba: Summit Insurance)
    Leesburg, VA
  • 02/1995 → 05/2020
    Kevin A. O'NEil Ltd.
    Leesburg, VA
  • 04/2012 → 12/2017
    Rafalko Advisors, Inc.
    Leesburg, VA
  • 12/2017 → 04/2020
    Cary Street Partners Investment Advisory Llc
    Richmond, VA
  • 05/2020 → Present
    Kevin A. O'NEil Ltd. (Dba Financial Advisor)
    Leesburg, VA
Previous Registrations
  • 2020-06-05 → 2023-12-31
    Leesburg, VA
  • 2017-12-06 → 2020-05-04
    Lessburg, VA
  • 2012-12-19 → 2017-12-15
    Rafalko Advisors, Inc.
    Leesburg, VA
    Glen Allen, VA
  • 2013-12-09 → 2015-12-31
    Rafalko Investment Advisory, Llc
    Lessburg, VA
    Glen Allen, VA
  • 2006-05-08 → 2012-09-13
    Piedmont Investment Advisors, Llc
    Ashburn, VA
    Lansdowne, VA
  • 2001-01-24 → 2005-12-05
    Loudoun Investment Advisors, Llc
    Leesburg, VA
Other Businesses

1) Hilb Group (DBA: Summit Insurance), LEESBURG VA, LICENSED INSURANCE AGENT, STARTED 10/85, SELL AND SERVICE INSURANCE PLANS (LIFE, HEALTH, DISABILITY, DENTAL).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-05
S65 Uniform Investment Adviser Law Examination 1994-11-30
  • S63 Uniform Securities Agent State Law Examination
    2006-07-05
  • S65 Uniform Investment Adviser Law Examination
    1994-11-30
Designations
Other Names
  • Kevin Anthony Oneil

View on SEC IAPD

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