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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL 32256 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-24 |
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