Kevin John Kocsis

Current Employers

Employment History

• 08/2006 → 07/2020
  Cbiz Financial Solutions, Inc.
  Cleveland, OH
• 08/2020 → 12/2021
  Usi Securities, Inc.
  Glastonbury, CT
• 08/2020 → 12/2021
  Usi Securities, Inc.
  Glastonbury, CT
• 07/2020 → 12/2021
  Usi Consulting Group, Inc.
  Glastonbury, CT
• 08/2013 → 12/2021
  Rental Property Owner
  Lakewood, OH
• 01/2022 → 05/2025
  Morgan Stanley Smith Barney Llc
  Denver, CO
• 06/2025 → 08/2025
  Other
  Denver, CO
• 09/2025 → Present
  Peak Wealth Solutions
  Pepper Pike, OH
• 09/2025 → Present
  Osaic Wealth, Inc.
  Pepper Pike, OH

Previous Registrations

• 2022-02-07 → 2025-06-10
  Morgan Stanley
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
• 2020-08-10 → 2021-12-31
  Usi Securities, Inc.
  Glastonbury, CT
  Greenwood Village, CO
  Greenwood Village, CO
  Denver, CO
• 2010-08-12 → 2020-07-06
  Cbiz Financial Solutions, Inc.
  Independence, OH
  Denver, CO
• 2018-04-26 → 2020-07-06
  Cbiz Investment Advisory Services, Llc
  Denver, CO
  Cleveland, OH

Other Businesses

1. Name: Peak Wealth Solutions Investment Related? Yes Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 Nature of Other Business: Registered Investment Advisor Position/Title/Relationship with Other Business: Investment Advisor Representative Start Date: 09/2025 Hours Per Month: 160 Market Hours Per Month: 160 Duties Related to Other Business: Provide Investment Advisory Services 2. Name: Osaic Wealth, Inc. Investment Related? Yes Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 Nature of Other Business: Broker-Dealer & IA Representative Position/Title/Relationship with Other Business: Registered Representative & IA Representative Start Date: 9/2025 Hours Per Month: 16 Market Hours Per Month: 16 Duties Related to Other Business: Provide Broker Dealer Services 3. Name: Kevin Kocsis - Rental Property Investment Related? No Address of Other Business: 1222 Hathaway Ave, Lakewood, OH 44107 Nature of Other Business: Rental Property Position/Title/Relationship with Other Business: Owner/Landlord Start Date: 08/23/2013 Hours Per Month: 1 Market Hours Per Month: 0 Duties Related to Other Business: Landlord and Property Owner 4. PEAK WEALTH SOLUTIONS, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2025 ADDRESS: 30195 Chagrin Blvd. #360, Pepper Pike OH 44124, United States DESCRIPTION: Independent RIA. Investment related business, financial planning, retirement plan consulting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-14
• S65 Uniform Investment Adviser Law Examination
  2016-08-19