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Registered advisor
J•••• R•••••• K•••••••
Personal Financial Specialist
Feed of 09/14/2026
Also filed as Jim Koldosky
At current firm
1 y
since Jun 16, 2025
In the industry
34 y
since Dec 11, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jun 16, 2025 · Sugar Land, Tx
- O•••• W•••••• I••• BD affiliatedJun 14, 2024 to Jun 18, 2025 · Sugar Land, Tx
- S••••••••• A•••••• A•••••••• I••• formerNov 24, 2014 to Jun 14, 2024 · Bellaire, Tx
- A••••••• W••••••••• A••••••• L••••• unclassifiedJun 11, 2002 to Dec 23, 2014 · Bellaire, Tx
- 1•• G••••• A••••••• I•• formerSep 18, 1998 to Dec 31, 2003 · Bellaire, Tx
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to L•• F•••••••• L••left Jun 18, 2025, registered Jun 16, 2025 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
- S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- A••••••• W••••••••• A••••••• L••••• to S••••••••• A•••••• A•••••••• I•••left Dec 23, 2014, registered Nov 24, 2014 (-29 days) · Other
- 1•• G••••• A••••••• I•• to A••••••• W••••••••• A••••••• L•••••left Dec 31, 2003, registered Jun 11, 2002 (-568 days) · Other
Signals
- J•••• R•••••• K••••••• left O•••• W•••••• I••• for L•• F•••••••• L•• (registered 2025-06-16)Jun 18, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address