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James Byron Merchant

Koss-Olinger Consulting, LLC.

Gainesville, FL

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Current Employers
Koss-Olinger Consulting, Llc.

2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-22
  • FL RA
    APPROVED
    Since 2023-06-22

Branch Locations

2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corp Columbus OH 07/2013 07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporate Gainesville FL 10/2022 01/2023
Unemployed Gainesville FL 08/2021 10/2022
Unemployed Gainesville FL 01/2023 05/2023
Koss Olinger Consulting, Llc Gainesville FL 05/2023 Present
Koss Olinger & Company Gainesville FL 05/2023 Present
Valmark Securities Inc. Akron OH 05/2023 12/2024
  • 07/2013 → 07/2021
    Nationwide Investment Services Corp
    Columbus, OH
  • 10/2022 → 01/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporate
    Gainesville, FL
  • 08/2021 → 10/2022
    Unemployed
    Gainesville, FL
  • 01/2023 → 05/2023
    Unemployed
    Gainesville, FL
  • 05/2023 → Present
    Koss Olinger Consulting, Llc
    Gainesville, FL
  • 05/2023 → Present
    Koss Olinger & Company
    Gainesville, FL
  • 05/2023 → 12/2024
    Valmark Securities Inc.
    Akron, OH
Previous Registrations
Other Businesses

1) Owner of Ebay account (hobby- not considered business or investment related), located in Gainesville, FL. Selling personal items occasionally. Started on 1/1/21, devoting approximately 4 hours per month, none during trading hours.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-01
S63 Uniform Securities Agent State Law Examination 2013-08-24
  • S65 Uniform Investment Adviser Law Examination
    2013-10-01
  • S63 Uniform Securities Agent State Law Examination
    2013-08-24
Designations
Other Names
  • James Byron Merchant
  • James B Merchant
  • James Merchant

View on SEC IAPD

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