This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COURIER CAPITAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 20, 2017

First registration

Jul 21, 2017

Dual registered

no

Other names

JOZEF KOZMKOSKI|JOSEPH NICHOLAS|Jozef Kuzmkowski|JOZEF NICHOLAS KUZMKOWSKI

IAPD individual key

5050286

• Occurred

  Apr 30, 2026
  Advisor changed firm

  Jozef Nicholas Kuzmkowski left Key Investment Services Llc for Courier Capital, Llc (registered 2026-06-15)

  Form ADVobserved 5 days ago
• Occurred

  Nov 22, 2022
  Advisor changed firm

  Jozef Nicholas Kuzmkowski left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Key Investment Services Llc (registered 2025-07-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:658677bf-8f95-043e-0a97-663e708090fd

First observed

Jul 21, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.