Bryan Jerome Kotlarz

Current Employers

Employment History

• 09/2015 → 08/2020
  Td Bank, N.A.
  Hartford, CT
• 09/2015 → 08/2020
  Td Private Client Wealth Llc
  Hartford, CT
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  East Hartford, CT
• 09/2023 → Present
  Osaic Wealth, Inc.
  East Hartford, CT

Previous Registrations

• 2020-08-03 → 2023-09-01
  Osaic Services, Inc.
  East Hartford, CT
• 2013-11-01 → 2020-08-14
  Td Private Client Wealth Llc
  Greenwich, CT
  Wilton, CT
  Wilton, CT
  Wilton, CT
  Hartford, CT
  Wilton, CT

Other Businesses

1. BRYAN KOTLARZ POSITION: Agent NATURE: Sole Proprietorship/ Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/03/2020 ADDRESS: 95 Leggett Rd, East Hartford CT 06108, United States DESCRIPTION: Offering Life Insurance, Disability insurance, and Fixed Annuities 2. BK CAPITAL LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2021 ADDRESS: 95 Leggett St, East Hartford CT 06108, United States DESCRIPTION: Managing Member Investment Manager 3. DIANT PHARMA POSITION: Chief Financial Officer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2022 ADDRESS: 130 Utopia Rd, STE 12, Manchester CT 06042, United States DESCRIPTION: CFO Responsible for business forecasting and financial reporting. Bookkeeping. 4. DETECTIONTECH LLC POSITION: CFO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/15/2026 ADDRESS: 268 Post Road, STE 200, Fairfield CT 06428, United States DESCRIPTION: Provides strategic financial leadership, overseeing budgeting, forecasting, cash flow management, financial reporting, and long-term growth planning to support Detection Tech's operational excellence and business objectives.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-01

Designations