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GK

Gary R. Kosacz

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CRD#: 1394355
GK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Randolph Kosacz, who also goes by Gary Randolf Kosacz, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1985. Gary had worked at 4 firms and has passed the Series 63, Series 3, Series 6, Series 22, Series 26 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary Randolf Kosacz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 3, 1990 - April 20, 1995

DIRECT EQUITIES, INC.

BD
CRD#: 22538
Past

September 14, 1989 - November 28, 1990

REMINGTON SECURITIES, INC.

BD
CRD#: 16695
Past

March 2, 1988 - August 9, 1989

WENTWORTH SECURITIES, INC.

BD
CRD#: 18223
Past

July 29, 1985 - February 22, 1988

ROCKWELL FINANCIAL, INC.

BD
CRD#: 16350

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DE
DIRECT EQUITIES, INC.
DIRECT EQUITIES, INC.

CRD#: 22538 / SEC#: , 8-39825

BD
Terminated by SEC on 07/18/1997
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/06/1988
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DIRECT EQUITIES, INC.

CRD#: 22538

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