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
Gary Anthony Kostowski
Feed of 09/14/2026
Also filed as Gary Kostowski
At current firm
0 y
since Apr 8, 2026
In the industry
19 y
since Nov 1, 2006 (earliest exam, job or registration)
Prior registered firms
7
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
- Primerica Advisors national BD currentsince Apr 8, 2026 · Swanzey, Nh
- Osaic Wealth, Inc. BD affiliatedJan 19, 2024 to Jan 30, 2026 · Claremont, Nh
- Woodbury Financial Services, Inc. formerAug 31, 2016 to Jan 19, 2024 · Claremont, Nh
- Primerica Advisors national BDMar 17, 2016 to Sep 1, 2016 · Swanzey, Nh
- MML Investors Services, LLC BD affiliatedMay 30, 2014 to Nov 19, 2014 · Hamden, Ct
- Medallion Wealth Advisors, LLC independent RIAFeb 10, 2011 to Jan 30, 2013 · Farmington, Ct
- Kensington Management Co unclassifiedFeb 27, 2007 to Dec 14, 2010 · Berlin, Ct
- Mullaney Trust unclassifiedNov 2, 2006 to Jan 30, 2007 · Farmington, Ct
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Primerica Advisorsleft Jan 30, 2026, registered Apr 8, 2026 (68 days) · Affiliated broker-dealer or bank to another
- Woodbury Financial Services, Inc. to Osaic Wealth, Inc.left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
- Primerica Advisors to Woodbury Financial Services, Inc.left Sep 1, 2016, registered Aug 31, 2016 (-1 days) · Other
- MML Investors Services, LLC to Primerica Advisorsleft Nov 19, 2014, registered Mar 17, 2016 (484 days) · Other
- Medallion Wealth Advisors, LLC to MML Investors Services, LLCleft Jan 30, 2013, registered May 30, 2014 (485 days) · Other
- Kensington Management Co to Medallion Wealth Advisors, LLCleft Dec 14, 2010, registered Feb 10, 2011 (58 days) · Other
- Mullaney Trust to Kensington Management Coleft Jan 30, 2007, registered Feb 27, 2007 (28 days) · Other
Signals
- Gary Anthony Kostowski left Osaic Wealth, Inc. for Primerica Advisors (registered 2026-04-08)Jan 30, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address