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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
445 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dublin | OH | 03/2014 | 08/2022 |
| Raymond James Financial Services, Inc. | Columbus | OH | 08/2022 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Columbus | OH | 08/2022 | 06/2024 |
| Boston Harbor Wealth Advisors | Columbus | OH | 08/2022 | Present |
| Costa Capital Management Llc | Columbus | OH | 09/2023 | Present |
| Zosh Williams Costa Asset Management Group | Columbus | OH | 08/2022 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 06/2024 | Present |
1. Zosh Williams Asset Management; Investment Related; Plain City, OH: LLC formed for tax purposes only; Managing Director; 8/1/2023; 1 hour per month; 0 hours during trading hours; This LLC is not being held out to the public and is for tax purposes only as it pertains to my advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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