Daniel Patrick Lonergan
Chief Compliance OfficerKimery Wealth Management, LLCCRD 1272339
About Daniel Patrick Lonergan
Daniel Patrick Lonergan is listed as Chief Compliance Officer at Kimery Wealth Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Kimery Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Patrick Lonergan work?
Daniel Patrick Lonergan is listed as Chief Compliance Officer at Kimery Wealth Management, LLC on SEC Form ADV.
How much of Kimery Wealth Management, LLC does Daniel Patrick Lonergan own?
Form ADV reports a beneficial ownership band of Under 5%.
Kimery Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2018 |