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Registered advisor
T••• K•••••
Feed of 09/14/2026
Also filed as Tina Adair Kozuch
At current firm
3 y
since Apr 3, 2023
In the industry
11 y
since Jun 20, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Apr 3, 2023 · Leesburg, Ga
- R•••••• J•••• • A••••••••• I••• national BDDec 10, 2015 to Apr 3, 2023 · Albany, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 1, 2015 to Oct 21, 2015 · Albany, Ga
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 3, 2023, registered Apr 3, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• • A••••••••• I•••left Oct 21, 2015, registered Dec 10, 2015 (50 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- T••• K••••• left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2023-04-03)Apr 3, 2023 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address