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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-05 |
Branch Locations
324 6Th Ave North, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2007 | 04/2017 |
| First Command Financial Services, Inc. | Fort Worth | TX | 12/2007 | 04/2017 |
| Gosztyla Financial Llc | Jacksonville Beach | FL | 08/2009 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 04/2017 |
| Lpl Financial Llc | Jacksonville Beach | FL | 04/2017 | 06/2019 |
| Ifp Securities, Llc | Tampa | FL | 07/2019 | Present |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
(1) Postillion Wealth Management- DBA; Inv. Related; 324 6th Ave N. Jacksonville Beach, FL 32250; Agent; Fixed Life, Indexed Annuities, Property & Casualty, Health, Disability or LTC Insurance; Less than 1 hr/week; start 8/30/19 (2) Gosztyla Financial, LLC; Not-Investment Related; 324 6th Ave N, Jacksonville Beach, FL 32250; General Agent contracted with Midland National Life; Fixed Life, Indexed Annuities, Property & Casualty, Health, Disability or LTC Insurance; Start 9/24/19; Less than 1 hr/week. (3) 4/28/17- Baywood Properties, LLC- Real Estate Rental- Inv. Related- Neptune Beach, Fl- start date 11/15/16- 2%' (4) 4/28/17- Gosztyla Properties, LLC- Real Estate Rental- Inv. Related- Jacksonville Beach, FK - start date -7/11/11- 3%. (5) 10/22/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/01/2018 - 2 Hours Per Month During Securities Trading - General Agent for fixed insurance business only. (6) John Gosztyla; Investment Related; Jax Beach City Hall, 11 3rd Ave H, Jacksonville Beach, FL 32250; Appointed as trustee of the Jacksonville Beach police pension board. Will oversee management of the pension fund. Board meets once quarter to meet with pension administrator and ANDCo who acts as investment advisor; Start 8/14/19; 0 hr/week. (7) Gosztyla Properties, LLC; Real Estate; Note investment related; Own and lease 3 residential properties in Atlantic Beach (660 Stocks, 658 Stocks, 635 Stocks St, Atlantic Beach, FL 32233); Start 7/11/2011; 1 hour/per week. (8) Baywood Properties, LLC; Real Estate; Not investment related; 804 3rd Street, Neptune Beach, FL 32250; Own and lease commercial office space in Neptune Beach, FL; 1 hr/week; start 11/15/2016. (9) Donald and Sylvia Gosztyla; POA for parents Sylvia and Donald; 13826 Bella Riva Ln, Jacksonville, FL 32225; Power of Attorney; POA and healthcare surrogate for parents; start 5/20/20; hr/mo, 5 hr/mo during trading. (10) Postillion Tax Consultants, LLC; not investment related; 324 6th Ave N, Jacksonville Beach, FL 32250; tax and accounting services; consultant; start date 3/1/2023; 5 hours/month; Work on tax returns, consult on tax matters in conjunction with the CPA, Brandon Maresma.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-03 |
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