John Koach

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-30
IL	RA	APPROVED	2024-04-24

Branch Locations

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

Organization	City	State	From	To
Businessolver	Iowa City	IA	11/2019	10/2020
Interactive Brokers	Chicago	IL	10/2020	04/2024
Unemployed	Dekalb	IL	06/2012	11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	04/2024	Present
University Of Iowa	Iowa City	IA	08/2018	08/2020

11/2019 → 10/2020

Businessolver

Iowa City, IA
10/2020 → 04/2024

Interactive Brokers

Chicago, IL
06/2012 → 11/2019

Unemployed

Dekalb, IL
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2018 → 08/2020

University Of Iowa

Iowa City, IA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-02
S63	Uniform Securities Agent State Law Examination	2023-07-07

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