Brian Earl Watson

Employer firm

Koss-Olinger Consulting, LLC. CRD 111855

$2.23B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Koss-Olinger Consulting, Llc.

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-01-22
FL	RA	APPROVED	2000-09-21

SC RA
APPROVED

Since 2024-01-22
FL RA
APPROVED

Since 2000-09-21

Branch Locations

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

Disclosures

2 disclosure categories 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 Yes
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Koss Olinger & Company	Gainesville	FL	09/1998	Present
Valmark Securities, Inc.	Akron	OH	02/1999	02/2025
Koss Olinger Consulting, Llc	Gainesville	FL	09/2000	Present

09/1998 → Present

Koss Olinger & Company

Gainesville, FL
02/1999 → 02/2025

Valmark Securities, Inc.

Akron, OH
09/2000 → Present

Koss Olinger Consulting, Llc

Gainesville, FL

Other Businesses

1) PARK PLACE PARTNERSHIP; 30% OWNERSHIP; PARTNER/OWN REAL ESTATE SINCE 2013; MANAGE OFFICE BUILDING; INVESTMENT RELATED; ONE HOUR PER MONTH DURING BUSINESS/TRADING HOURS./// 2) GAINESVILLE SOCCER ALLIANCE; BOARD MEMBER; NOT INVESTMENT RELATED; NO COMPENSATION RECEIVED; ONE TO FIVE HOURS PER MONTH OUTSIDE OF BUSINESS/TRADING HOURS.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-09-18
S63	Uniform Securities Agent State Law Examination	1999-09-22

S66 Uniform Combined State Law Examination

2000-09-18
S63 Uniform Securities Agent State Law Examination

1999-09-22

Designations

Certified Financial Planner

View on SEC IAPD