DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Stanley Anthony Kosack

Raymond James Financial Services Advisors, IncBD affiliatedEllicott City, Mddual registrantIAPD 4087517

Feed of 09/14/2026

Also filed as Stanley Anthony Kosack

At current firm

0 y

since Nov 19, 2025

In the industry

25 y

since Oct 23, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Nov 19, 2025 · Ellicott City, Md
Kosack Capital, LLC unclassified
May 28, 2024 to Jun 16, 2025 · Eldersburg, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 17, 2023 to May 15, 2024 · Columbia, Md
Kosack Capital, LLC unclassified
Jun 24, 2021 to May 19, 2022 · Sykesville, Md
Ameriprise Financial Services, LLC national BD
Jan 8, 2019 to Apr 30, 2019 · Hunt Valley, Md
Blu Collar Wealth Management LLC unclassified
Jul 5, 2018 to Aug 6, 2018 · Sykesville, Md
Lombard Advisers Incorporated independent RIA
Mar 13, 2017 to Dec 3, 2017 · Baltimore, Md
LPL Financial LLC BD affiliated
Apr 7, 2016 to Mar 1, 2017 · Sykesville, Md
Wells Fargo Advisors wirehouse
Oct 20, 2014 to Apr 12, 2016 · Columbia, Md
H. Beck, Inc. former
Apr 8, 2013 to Oct 3, 2013 · Rockville, Md
Commonwealth Financial Network national BD
Jan 9, 2012 to May 16, 2012 · Owings Mills, Md
Advisory Services Network independent RIA
Oct 5, 2010 to Oct 4, 2011 · Columbia, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 7, 2003 to Oct 5, 2010 · Towson, Md
Morgan Stanley Dw Inc. unclassified
Oct 23, 2000 to Oct 6, 2003 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Kosack Capital, LLC to Raymond James Financial Services Advisors, Inc
left Jun 16, 2025, registered Nov 19, 2025 (156 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Kosack Capital, LLC
left May 15, 2024, registered May 28, 2024 (13 days) · Other
Kosack Capital, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left May 19, 2022, registered Apr 17, 2023 (333 days) · Other
Ameriprise Financial Services, LLC to Kosack Capital, LLC
left Apr 30, 2019, registered Jun 24, 2021 (786 days) · Other
Blu Collar Wealth Management LLC to Ameriprise Financial Services, LLC
left Aug 6, 2018, registered Jan 8, 2019 (155 days) · Other
Lombard Advisers Incorporated to Blu Collar Wealth Management LLC
left Dec 3, 2017, registered Jul 5, 2018 (214 days) · Other
LPL Financial LLC to Lombard Advisers Incorporated
left Mar 1, 2017, registered Mar 13, 2017 (12 days) · Other
Wells Fargo Advisors to LPL Financial LLC
left Apr 12, 2016, registered Apr 7, 2016 (-5 days) · Other
H. Beck, Inc. to Wells Fargo Advisors
left Oct 3, 2013, registered Oct 20, 2014 (382 days) · Other
Commonwealth Financial Network to H. Beck, Inc.
left May 16, 2012, registered Apr 8, 2013 (327 days) · Other
Advisory Services Network to Commonwealth Financial Network
left Oct 4, 2011, registered Jan 9, 2012 (97 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Advisory Services Network
left Oct 5, 2010, registered Oct 5, 2010 (0 days) · Other
Morgan Stanley Dw Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 6, 2003, registered Oct 7, 2003 (1 days) · Other

Signals

Stanley Anthony Kosack left Kosack Capital, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-11-19)
Jun 16, 2025 · Advisor changed firm · fact
Stanley Anthony Kosack left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Kosack Capital, Llc (registered 2024-05-28)
May 15, 2024 · Advisor changed firm · fact
Stanley Anthony Kosack left Kosack Capital, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-04-17)
May 19, 2022 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address