Sandra Jean Galdieri Kosiba

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Scranton, PA
• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Scranton, PA
• 05/2017 → 12/2017
  Platinum Wealth Partners
  Scranton, PA
• 05/2017 → 05/2017
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 06/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 12/2017 → 02/2021
  Bernardo Wealth Planning, Llc
  Scranton, PA
• 04/2017 → Present
  Zullo Investment Group Dba Capital Wealth Investments
  Scranton, PA

Previous Registrations

• 2017-12-05 → 2021-02-04
  Wellfull
  Scranton, PA
• 2017-05-19 → 2017-12-31
  Platinum Wealth Partners
  Scranton, PA
  Tampa, FL
• 2007-11-07 → 2017-05-23
  Wells Fargo Clearing Services, Llc
  Scranton, PA
  Scranton, PA

Other Businesses

1. Independent Insurance Agent - Life, Accident, Health, with BKA Financial, Start Date: 03/24/2019, 132 Adams Avenue, Scranton, PA 18503, Individual Independent Insurance Agent, Independent Insurance Agent, Recommending health, Life Accident/fixed products to our clients at Capital Wealth Investments, Investment Related, 10 hours per month, 5 hours per day during trading hours. 2. Independent Insurance Agent - Life, Accident, Health, Start Date: 03/24/2019, 132 Adams Avenue, Scranton, PA 18503, Individual Independent Insurance Agent, Independent Insurance Agent, Recommending health, Life Accident/fixed products to our clients at Capital Wealth Investments, Investment Related, 10 hours per month, 5 hours per day during trading hours. 3. Residential Rental Income - 103 Antler Ridge Ct, Hawley, PA 18428, Upon Closing of Property (There are existing rentals that I will need to assume), 103 Antler Ridge Ct, Hawley, PA 18428, Rental Property, Owner, This is a residential lake front property that I about to purchase, Hoping close will be July 15, 2019 at which time I will be owning the property and collecting rent from potential renters, Not Investment Relates, 5 hours per month, 0 hours per day during trading hours. 4. The Zullo Investment Group DBA Capital Wealth Investments, Start Date: 01/01/2021, 132 Adams Ave., Scranton, PA 18503, RIA-Registered Investment, RIA, Sr VP, Investment Related, 40 Hours per month, 40 Hours during trading hours. 5. EBAY or Facebook Marketplace, Start Date: 11/30/2021, 124 Constitution Drive, Personal use only maybe 1 hours a year to sell an occasional item, Personal use only, Owner, Placing an occasional item on ebay or facebook marketplace for sale, It happens very rarely but will want to continue to have the ability, Not Investment Related, .10 Hours per month, 0 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-12
• S63 Uniform Securities Agent State Law Examination
  2004-08-20

Other Names

• Sandra Jean Galdieri