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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-12 |
| DC | RA | APPROVED | 2022-05-20 |
| OR | RA | APPROVED | 2022-04-29 |
| FL | RA | APPROVED | 2022-04-22 |
| GA | RA | APPROVED | 2022-04-14 |
| CA | RA | APPROVED | 2022-04-13 |
| CT | RA | APPROVED | 2022-04-13 |
| NH | RA | APPROVED | 2022-04-13 |
| NJ | RA | APPROVED | 2022-04-13 |
| NY | RA | APPROVED | 2022-04-13 |
| NC | RA | APPROVED | 2022-04-13 |
| OK | RA | APPROVED | 2022-04-13 |
| PA | RA | APPROVED | 2022-04-13 |
| RI | RA | APPROVED | 2022-04-13 |
| TX | RA | APPROVED | 2022-04-13 |
| VA | RA | APPROVED | 2022-04-13 |
| WA | RA | APPROVED | 2022-04-13 |
Branch Locations
2100 Meadowlane Avenue, West Melbourne, FL 32904 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jotkoff & Associates Cpa, Pa | W Melbourne | FL | 10/1982 | Present |
| Jotkoff Financial Services, Inc. | West Melbourne/Fernandina Beach/Cooper City | FL | 10/1982 | Present |
| Triad Advisors, Inc. | W Melbourne | FL | 10/2006 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 04/2022 | Present |
| Osaic Wealth, Inc. | Hollywood | FL | 08/2024 | Present |
1. JOTKOFF FINANCIAL SERVICES INC. POSITION: president NATURE: fee based financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 6 START DATE: 10/01/1982 ADDRESS: 2100 Meadowlane Ave, Melbourne FL 32904, United States DESCRIPTION: everything related to financial services 2. PARR FAMILY INVESTMENTS LLC POSITION: manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 2100 Meadowlane Ave, Melbourne FL 32904, United States DESCRIPTION: manager of an LLC 3. FORSIGHT MASTER LLC POSITION: Manager/Sole Member NATURE: LLC - Manage My wife & My personal real estate assets INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2023 ADDRESS: 2100 MEADOWLANE AVE, Melbourne FL 32904, United States DESCRIPTION: Manage My wife & My personal real estate assets 4. TBFW-MEADOWLANE LLC POSITION: managing member NATURE: commercial property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2017 ADDRESS: 2100 Meadowlane Ave, Melbourne FL 32904, United States DESCRIPTION: managing member 5. JOTKOFF & ASSOCIATES, PA POSITION: PRESIDENT NATURE: CPA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 4 START DATE: 10/01/1982 ADDRESS: 2100 MEADOWLANE AVE, MELBOURNE FL 32904, United States DESCRIPTION: SALARY 6. PLAZA HEALTH NETWORK & SUBSIDIARIES POSITION: board of directors NATURE: not for profit-rehabilitation and skilled nursing centers INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2018 ADDRESS: 12505 NE 16th Avenue, North Miami FL 33161, United States DESCRIPTION: as a board member, establish operating policies for the not for profit entities 7. NKW MAPLE LAKES LLC POSITION: INVESTOR NATURE: REAL ESTATE INVESTMENT NO INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2022 ADDRESS: 4770 BISCAYNE BLVD STE 144040, MIAMI FL 33137, United States DESCRIPTION: NONE 8. ALAN M JOTKOFF CPA POSITION: Trustee, CPA NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2004 ADDRESS: 2100 MEADOWLANE AVE, W Melbourne FL 32904, United States DESCRIPTION: Trustee for 4 Irrevocable Trusts. Income Tax Preparation Financial Statement Preparation General Accounting Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-16 |
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