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2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2018-05-11 |
Branch Locations
2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2016 | 08/2017 |
| Valmark Securities, Inc. | Akron | OH | 09/2017 | 02/2025 |
| Koss Olinger Consulting Llc | Gainesville | FL | 09/2017 | Present |
| Koss Olinger & Company | Gainesville | FL | 09/2017 | Present |
1) Education Foundation; current Board Member; Gainesville, FL; promote the future of Alachua County public schools; 1 to 5 hours per month, mostly outside of business/trading hours; no compensation. 2) ELF Partners, LLC; Non-investment related; Charleston, SC; Commercial real estate owner; Manager; July 2026; 2 hours per month; mostly outside of business/trading hours; Basic bookkeeping, income disbursement to owners, occasional lease negotiations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-03 |
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