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Advisor at KOSS-OLINGER CONSULTING, LLC.
WINDERMERE, FL | GAINESVILLE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KOSS-OLINGER CONSULTING, LLC. | Independent wealth | Jun 18, 2026 | n/a | yes | WINDERMERE, FL|GAINESVILLE, FL | Current employment |
| THE INVESTMENT COUNSEL COMPANY | Independent wealth | May 14, 2013 | Mar 6, 2014 | no | LAS VEGAS, NV | Previous registration |
| CONFLUENCE WEALTH MANAGEMENT LLC | Former SEC adviser | Apr 2, 2012 | May 15, 2013 | no | PORTLAND, OR | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 12, 2003 | Jul 8, 2005 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE INVESTMENT COUNSEL COMPANY | KOSS-OLINGER CONSULTING, LLC. | Mar 6, 2014 | Jun 18, 2026 | 4,487 | Firm change after gap | Other |
| CONFLUENCE WEALTH MANAGEMENT LLC | THE INVESTMENT COUNSEL COMPANY | May 15, 2013 | May 14, 2013 | -1 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | CONFLUENCE WEALTH MANAGEMENT LLC | Jul 8, 2005 | Apr 2, 2012 | 2,460 | Firm change after gap | Other |