Kevin Long
Professional summary
Kevin Long, who also goes by Kevin Scott Long, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Denver, Colorado.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2006. Kevin has worked at 5 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kevin Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2026 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 3250 E. Second Avenue Suite 300, Denver, CO 80206August 11, 2023 - June 2, 2026
THE HUNTINGTON INVESTMENT COMPANY
January 25, 2019 - August 16, 2021
CRESSET ASSET MANAGEMENT, LLC
March 7, 2014 - July 22, 2015
WELLS FARGO CLEARING SERVICES, LLC
March 7, 2014 - July 22, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - April 26, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - April 26, 2012
WELLS FARGO CLEARING SERVICES, LLC
August 22, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
July 12, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 9/14/2026
General Securities Representative ExaminationFINRA
Current Firm
FORESIDE FINANCIAL SERVICES, LLC
CRD#: 148477 / SEC#: , 8-68027
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
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