Steven Michael Kosta

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-05-06

Branch Locations

Arlington, TX • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Westlake	TX	07/1996	06/2019
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	06/2019
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	04/2021	Present
Tiaa	Frisco	TX	04/2021	Present
Lowe's Home Improvement	Arlington	TX	02/2021	04/2021
Mufg Union Bank	Arlington	TX	05/2020	02/2021
Unemployed	Arlington	TX	06/2019	05/2020
Strategic Advisers Inc.	Westlake	TX	08/2010	07/2018

07/1996 → 06/2019

Fidelity Brokerage Services, Inc.

Westlake, TX
07/2018 → 06/2019

Fidelity Personal And Workplace Advisors

Boston, MA
04/2021 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
04/2021 → Present

Tiaa

Frisco, TX
02/2021 → 04/2021

Lowe's Home Improvement

Arlington, TX
05/2020 → 02/2021

Mufg Union Bank

Arlington, TX
06/2019 → 05/2020

Unemployed

Arlington, TX
08/2010 → 07/2018

Strategic Advisers Inc.

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-02
S63	Uniform Securities Agent State Law Examination	1992-10-02