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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14

Branch Locations

10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Investacorp Inc Miami FL 10/2015 07/2020
Investacorp Advisory Services Miami FL 01/2017 07/2020
Securities America, Inc. Jacksonville FL 07/2020 06/2024
Securities America Advisors, Inc. Jacksonville FL 07/2020 06/2024
Osaic Wealth, Inc. Jacksonville FL 06/2024 Present
Osaic Wealth, Inc. Jacksonville FL 06/2024 Present
  • 10/2015 → 07/2020
    Investacorp Inc
    Miami, FL
  • 01/2017 → 07/2020
    Investacorp Advisory Services
    Miami, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Jacksonville, FL
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Jacksonville, FL
  • 06/2024 → Present
    Jacksonville, FL
  • 06/2024 → Present
    Jacksonville, FL
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Jacksonville, FL
  • 2017-01-06 → 2020-07-17
    Investacorp Advisory Services Inc
    Jacksonville, FL
  • 2007-07-31 → 2015-11-17
    Boca Raton, FL
    Jacksonville, FL
  • 2005-12-02 → 2007-07-31
    Ryan Beck & Co.
    Ponte Vedra Beach, FL
  • 2005-05-19 → 2005-12-20
    Advest, Inc.
    Ponte Vedra, FL
  • 2004-10-20 → 2005-05-09
    Banc Of America Investment Services, Inc.
    Ponte Vedra Beach, FL
  • 2003-03-14 → 2004-10-20
    Quick & Reilly, Inc.
    Ponte Vedra, FL
  • 2002-10-18 → 2003-04-22
    Jacksonville Beach, FL
Other Businesses

KEVIN KOSKI FINANCIAL -Investment Related, Conducted from 14791 GRASSY HOLE CT JACKSONVILLE, FL 32258. The nature of the Outside Business Activity (OBA) is DBA, my position in the organization is owner. The duties of this position are Investment advise to the public and retirement advice. 11/2015 was the start of the relationship with the other business and 40 hours are devoted to the other business per week and 8 hours are devoted to the other business during securities trading hours per month. SAA POSITION: Investment Advisor NATURE: Advisory SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/15/2020 ADDRESS: 10752 Deerwood Park Blvd, Suite 100, Jacksonville FL 32256, United States DESCRIPTION: Investment advisory through SAA and/or Securities America

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-15
S63 Uniform Securities Agent State Law Examination 1989-02-24
  • S65 Uniform Investment Adviser Law Examination
    2000-11-15
  • S63 Uniform Securities Agent State Law Examination
    1989-02-24

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