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William James Rossi

Koss-Olinger Consulting, LLC.

Gainesville, FL

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Current Employers
Koss-Olinger Consulting, Llc.

2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-02-23
FL RA APPROVED 1998-07-20
  • SC RA
    APPROVED
    Since 2024-02-23
  • FL RA
    APPROVED
    Since 1998-07-20

Branch Locations

2700-A Nw 43Rd St, Gainesville, FL 32606 • 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
Valmark Securities, Inc. Akron OH 08/2000 02/2025
Koss-Olinger Consulting, Llc Gainesville FL 05/1997 Present
Koss Olinger & Company Gainesville FL 05/1997 Present
  • 08/2000 → 02/2025
    Valmark Securities, Inc.
    Akron, OH
  • 05/1997 → Present
    Gainesville, FL
  • 05/1997 → Present
    Koss Olinger & Company
    Gainesville, FL
Other Businesses

1) PARK PLACE PARTNERSHIP; 30% ownership; PARTNER/OWN REAL ESTATE SINCE 2013; MANAGE OFFICE BUILDING; INVESTMENT RELATED; ONE HOUR PER MONTH DURING BUSINESS/TRADING HOURS./// 2) TYLERS HOPE; CURRENT BOARD MEMBER; NOT INVESTMENT RELATED; START 2010; NO COMPENSATION RECEIVED; ONE TO FIVE HOURS PER MONTH MOSTLY OUTSIDE OF BUSINESS/TRADING HOURS./// 3) Blue Sapphire Management, LLC; Gainesville, FL; Member; REIT; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2019; 1-5 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions./// 4) Bossi LLC; Gainesville, FL; Member; real estate investment; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2005; 1-2 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions./// 5) Rental Property; Gainesville, FL; Owner; real estate investment; Receives passive income from rental house that is personally owned and managed; 1-2 hrs/ month outside business/trading hours.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-08-02
  • S63 Uniform Securities Agent State Law Examination
    1997-08-02
Designations
Other Names
  • Wj Rossi
  • William James Rossi

View on SEC IAPD

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