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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

WILLIAM JOHN KOSIC

Advisor at EMPIRIKAL PARTNERS LLC

TOWNSEND, GA | PHOENIX, AZ

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Search this name across graphsid dfx:ria:7237d17e-a538-cec6-963b-c068cf8f91f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EMPIRIKAL PARTNERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 9
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Sep 9, 1988
First registration: Jul 13, 2010
Dual registered: no
Other names: BUDDY KOSIC|BUDDY KOSIC
IAPD individual key: 809668

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EMPIRIKAL PARTNERS LLC	State registered	May 18, 2022	n/a	yes	PHOENIX, AZ\|TOWNSEND, GA	Current employment
FISCAL WISDOM WEALTH MANAGEMENT LLC	Independent wealth	Oct 22, 2019	Mar 31, 2022	no	Townsend, GA	Previous registration
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Dec 18, 2017	Oct 2, 2019	no	Brunswick, GA\|CHICAGO, IL\|Brunswick, GA	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Jan 27, 2016	Sep 21, 2016	no	ATLANTA, GA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 13, 2012	Dec 31, 2015	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 13, 2010	Dec 31, 2011	no	SAVANNAH, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISCAL WISDOM WEALTH MANAGEMENT LLC	EMPIRIKAL PARTNERS LLC	Mar 31, 2022	May 18, 2022	48	Firm change	RIA to state RIA
BANKERS LIFE ADVISORY SERVICES, INC.	FISCAL WISDOM WEALTH MANAGEMENT LLC	Oct 2, 2019	Oct 22, 2019	20	Firm change	Ibd to RIA
INVESTACORP ADVISORY SERVICES INC	BANKERS LIFE ADVISORY SERVICES, INC.	Sep 21, 2016	Dec 18, 2017	453	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	INVESTACORP ADVISORY SERVICES INC	Dec 31, 2015	Jan 27, 2016	27	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	NFP ADVISOR SERVICES, LLC	Dec 31, 2011	Jan 13, 2012	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42046:109011:GA:2015-12-31	Dec 31, 2015	Jan 27, 2016	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ EMPIRIKAL PARTNERS LLCRegistered adviserregistration: current employment
May 18, 2022 to presentfactForm ADV
→ FISCAL WISDOM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 22, 2019 to Mar 31, 2022factForm ADV
→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 18, 2017 to Oct 2, 2019factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jan 27, 2016 to Sep 21, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 13, 2012 to Dec 31, 2015factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 13, 2010 to Dec 31, 2011factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
William John Kosic left Fiscal Wisdom Wealth Management Llc for Empirikal Partners Llc (registered 2022-05-18)
Form ADVobserved 6 days ago