JK
Jamie L. Kosharek
GLOBAL ATLANTIC DISTRIBUTORS
South Pasadena, FL
Some features on this profile are disabled
CRD#: 3078014
JK
Professional summary
Jamie L Kosharek, who also goes by Jamie Ann Kosharek, Jamie Linden Kosharek, Jamie Ann Linden, Jamie Ann Silvers, is a registered financial professional currently at GLOBAL ATLANTIC DISTRIBUTORS, LLC located in South Pasadena, Florida.
Jamie is registered as a RR (Registered Representative) and started their career in finance in 2001. Jamie has worked at 3 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jamie Ann Kosharek | Jamie Linden Kosharek | Jamie Ann Linden | Jamie Ann Silvers
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.
CRS (Client Relationship Summary) - BD
Click below to view Jamie L Kosharek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 31, 2023 - Present
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
South Pasadena, FL
Past
November 5, 2021 - December 5, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST PETERSBURG, FL
Past
February 14, 2020 - December 5, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
TROY, MI
Past
March 21, 2002 - February 14, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST PETERSBURG, FL
Past
November 12, 2001 - March 25, 2002
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/31/2023)
RR
Alaska(1/31/2023)
RR
Arizona(1/31/2023)
RR
Arkansas(1/31/2023)
RR
California(1/31/2023)
RR
Colorado(1/31/2023)
RR
Connecticut(1/31/2023)
RR
Delaware(1/31/2023)
RR
District of Columbia(1/31/2023)
RR
Florida(1/31/2023)
RR
Georgia(1/31/2023)
RR
Hawaii(1/31/2023)
RR
Idaho(1/31/2023)
RR
Illinois(1/31/2023)
RR
Indiana(1/31/2023)
RR
Iowa(1/31/2023)
RR
Kansas(1/31/2023)
RR
Kentucky(1/31/2023)
RR
Louisiana(1/31/2023)
RR
Maine(1/31/2023)
RR
Maryland(1/31/2023)
RR
Massachusetts(1/31/2023)
RR
Michigan(1/31/2023)
RR
Minnesota(1/31/2023)
RR
Mississippi(1/31/2023)
RR
Missouri(1/31/2023)
RR
Montana(1/31/2023)
RR
Nebraska(1/31/2023)
RR
Nevada(1/31/2023)
RR
New Hampshire(1/31/2023)
RR
New Jersey(1/31/2023)
RR
New Mexico(1/31/2023)
RR
North Carolina(1/31/2023)
RR
North Dakota(1/31/2023)
RR
Ohio(2/1/2023)
RR
Oklahoma(1/31/2023)
RR
Oregon(1/31/2023)
RR
Pennsylvania(1/31/2023)
RR
Rhode Island(1/31/2023)
RR
South Carolina(1/31/2023)
RR
South Dakota(1/31/2023)
RR
Tennessee(1/31/2023)
RR
Texas(1/31/2023)
RR
Utah(1/31/2023)
RR
Vermont(1/31/2023)
RR
Virginia(1/31/2023)
RR
Washington(1/31/2023)
RR
West Virginia(1/31/2023)
RR
Wisconsin(1/31/2023)
RR
Wyoming(1/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GLOBAL ATLANTIC DISTRIBUTORS, LLC
FORETHOUGHT DISTRIBUTORS, LLC | PLANCO FINANCIAL SERVICES, LLC | PLANCO FINANCIAL SERVICES, INC. | HARTFORD LIFE DISTRIBUTORS, LLC | GLOBAL ATLANTIC DISTRIBUTORS, LLC
CRD#: 8326 / SEC#: , 8-25027
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Financial Plaza 755 Main Street 24th Floor, Hartford, CT, 06103
Mailing Address
One Financial Plaza 755 Main Street 24th Floor, Hartford, CT, 06103
Phone number
(877) 454-4777
Established
Delaware since 12/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GLOBAL ATLANTIC (FIN) COMPANY | OWNER | |
| BICKLER, JASON ALEXANDER | PRESIDENT AND MANAGER | 4164884 |
| MOORCROFT, WILLIAM BENJAMIN | CHIEF COMPLIANCE OFFICER | 4258952 |
| NELSON, PAULA GENEVIEVE | MANAGER, HEAD OF DISTRIBUTION | 2015528 |
| PAULOUSKY, MICHAEL RYAN | TREASURER | 7339297 |
| RAMOS, SAMUEL | GENERAL COUNSEL AND SECRETARY | 6722343 |
| RIP, OLGA | FINOP AND CHIEF FINANCIAL OFFICER | 5440553 |
| RUTHERFORD, KELLY JUNE | SENIOR VICE-PRESIDENT | 7282305 |
| SIEGEL, DEAN CYRUS | VICE PRESIDENT | 3224832 |
| TODD, ERIC DAVID | MANAGER | 2175308 |
| WEISS, DAVID LEE | SENIOR VICE PRESIDENT | 2345057 |
Disclosures
| Regulatory Event | 2 |
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.
