Katarzyna Anna Marczyk

Current Employers

Employment History

• 11/2010 → 06/2024
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2010 → 08/2024
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 10/2010 → Present
  Anchor Wealth Management Group, Llc
  West Palm Beach, FL
• 06/2024 → Present
  Anchor Wealth Management, Llc
  West Palm Beach, FL

Previous Registrations

• 2010-12-03 → 2024-09-09
  J. W. Cole Advisors, Inc.
  Tampa, FL
  West Palm Beach, FL
  West Palm Beach, FL
• 2009-09-03 → 2010-11-05
  Brewer Investment Advisors Llc
  Chicago, IL
  West Palm, FL
• 2005-08-17 → 2009-09-09
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL
  Boca Raton, FL

Other Businesses

(1) VARIOUS INSURANCE COMPANIES; FOR PROFIT; NOT A SELF EMPLOYMENT ARRANGEMENT; NO PERCENTAGE OF CONTROL; NOT HIRED AS AN EMPLOYEE; SCOPE OF RELATIONSHIP WITH BUSINESS - AGENT/FINANCIAL ADVISOR; NOT RAISING CAPITAL; NATURE OF BUSINESS - INSURANCE SALES IN LIFE, DISABILITY, HEALTH & LTC; POSITION/TITLE - AGENT/FINANCIAL ADVISOR; NOT AN INVESTMENT RELATED ACTIVITY; START DATE - SEPT 2010; HOURS DEVOTED PER WEEK 5 WITH 2 DURING TRADING; NO ACCESS TO COMPANY MONEY; DUTIES - ILLUSTRATIONS, ADMINISTRATION, SALES & SERVICE OF LIFE, DISABILITY, HEALTH & LTC INSURANCE. (2) OYSTER BAY HOLDINGS, LLC - NON-INVESTMENT RELATED - 120 S OLIVE AVE SUITE 400 WEST PALM BEACH, FL 33401 - 10/1/18 - REAL ESTATE HOLDING COMPANY TO MANAGE OFFICE SPACE - 1 HR PER MONTH NOT DURING TRADING HRS (3) KAM BUSINESS CONSULTING LLC- NON-INVESTMENT RELATED - 120 S OLIVE AVE SUITE 400 WEST PALM BEACH, FL 33401 - 12/2023 - CONSULTING MANAGEMENT COMPANY - 20 HR PER MONTH NOT DURING TRADING HRS

Exams

• S66 Uniform Combined State Law Examination
  2005-08-15

Designations

Other Names

• Katarzyna Anna Salwerowicz
• Kasia Marczyk