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William John Kosic

Empirikal Partners LLC

Phoenix, AZ

Townsend, GA

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Current Employers
Empirikal Partners Llc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-20
FL RA APPROVED 2024-11-19
NJ RA APPROVED 2024-11-08
CA RA APPROVED 2024-11-07
NY RA APPROVED 2024-11-07
TX RA APPROVED 2024-11-07
WY RA APPROVED 2024-11-07
MD RA APPROVED 2024-11-06
GA RA APPROVED 2022-05-18
  • AZ RA
    APPROVED
    Since 2024-11-20
  • FL RA
    APPROVED
    Since 2024-11-19
  • NJ RA
    APPROVED
    Since 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-07
  • NY RA
    APPROVED
    Since 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07
  • WY RA
    APPROVED
    Since 2024-11-07
  • MD RA
    APPROVED
    Since 2024-11-06
  • GA RA
    APPROVED
    Since 2022-05-18

Branch Locations

Phoenix, AZ • United States

Townsend, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Investacorp, Inc Miami FL 01/2016 09/2016
Bankers Life & Casualty Brunswick GA 08/2017 10/2019
Empirikal Partners Llc Phoenix AZ 04/2022 Present
Investacorp Advisory Services Inc Miami FL 01/2016 09/2016
Highland Capital Brokerage Atlanta GA 01/2016 08/2017
Bankers Life Securities, Inc. Brunswick GA 10/2017 10/2019
Bankers Life Advisory Services, Inc. Brunswick GA 12/2017 10/2019
Portsmouth - Smartlife Financial Group, Llc Townsend GA 10/2019 03/2022
Belvedere Island Poa, Inc. Townsend GA 01/2016 03/2024
William Kosic, Sole Proprietor Townsend GA 08/2018 Present
Belvedere Island Poa, Inc. Townsend GA 03/2024 Present
  • 01/2016 → 09/2016
    Investacorp, Inc
    Miami, FL
  • 08/2017 → 10/2019
    Bankers Life & Casualty
    Brunswick, GA
  • 04/2022 → Present
    Phoenix, AZ
  • 01/2016 → 09/2016
    Investacorp Advisory Services Inc
    Miami, FL
  • 01/2016 → 08/2017
    Highland Capital Brokerage
    Atlanta, GA
  • 10/2017 → 10/2019
    Bankers Life Securities, Inc.
    Brunswick, GA
  • 12/2017 → 10/2019
    Brunswick, GA
  • 10/2019 → 03/2022
    Portsmouth - Smartlife Financial Group, Llc
    Townsend, GA
  • 01/2016 → 03/2024
    Belvedere Island Poa, Inc.
    Townsend, GA
  • 08/2018 → Present
    William Kosic, Sole Proprietor
    Townsend, GA
  • 03/2024 → Present
    Belvedere Island Poa, Inc.
    Townsend, GA
Previous Registrations
  • 2019-10-22 → 2022-03-31
    Townsend, GA
  • 2017-12-18 → 2019-10-02
    Brunswick, GA
    Chicago, IL
    Brunswick, GA
  • 2016-01-27 → 2016-09-21
    Investacorp Advisory Services Inc
    Atlanta, GA
  • 2012-01-13 → 2015-12-31
    Kestra Investment Services, Llc
    Atlanta, GA
    Atlanta, GA
  • 2010-07-13 → 2011-12-31
    Truist Investment Services, Inc.
    Savannah, GA
Other Businesses

WILLIAM KOSIC, SOLE PROPRIETOR; INVESTMENT RELATED; OWNER AND INSURANCE AGENT; START DATE 08/2018; TOWNSEND, GA; APPROXIMATELY 80% OF TIME BELVEDERE ISLAND POA, INC. POSITION: President NATURE: Non Profit Property Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/2024 ADDRESS: Townsend GA 31331, United States DESCRIPTION: Home Owners Assoc Board of Directors. Review, manage, negotiate and implement all actions impacting the affairs of the Association.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-28
S63 Uniform Securities Agent State Law Examination 1988-09-09
  • S66 Uniform Combined State Law Examination
    2010-06-28
  • S63 Uniform Securities Agent State Law Examination
    1988-09-09
Designations
Other Names
  • Buddy Kosic
  • Buddy Kosic

View on SEC IAPD

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