Kevin D. Bosch
Professional summary
Kevin Daniel Bosch, who also goes by Kevin Bosch, is a registered financial professional currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 14 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 42, Series 62, Series 22TO, Series 82TO, Series 72, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kevin Daniel Bosch's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2022 - Present
MEEDER DISTRIBUTION SERVICES, INC.
Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767December 7, 2017 - July 7, 2022
GLOBAL ATLANTIC DISTRIBUTORS, LLC
April 10, 2017 - November 22, 2017
BMO HARRIS FINANCIAL ADVISORS, INC.
April 10, 2017 - November 22, 2017
BMO HARRIS FINANCIAL ADVISORS, INC.
August 15, 2014 - November 17, 2016
ASSETMARK BROKERAGE, LLC
December 3, 2013 - August 15, 2014
CAPITAL BROKERAGE CORPORATION
June 1, 2011 - November 17, 2016
ASSETMARK, INC.
June 1, 2011 - November 11, 2013
CAPITAL BROKERAGE CORPORATION
March 7, 2007 - February 24, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
March 7, 2007 - May 10, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
August 23, 2006 - February 20, 2007
CAPITAL BROKERAGE CORPORATION
March 22, 2005 - June 30, 2006
LINCOLN FINANCIAL DISTRIBUTORS, INC.
March 21, 2005 - June 30, 2006
LINCOLN FINANCIAL DISTRIBUTORS, INC.
December 11, 2004 - February 17, 2005
METLIFE INVESTORS DISTRIBUTION COMPANY
July 20, 2004 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
December 11, 2003 - May 27, 2004
LPL FINANCIAL LLC
December 11, 2003 - May 27, 2004
LPL FINANCIAL LLC
September 26, 2003 - December 18, 2003
VERAVEST INVESTMENT ADVISORS, INC.
March 26, 2002 - November 21, 2003
VERAVEST INVESTMENTS, INC.
October 19, 2000 - June 11, 2001
SECURIAN FINANCIAL SERVICES, INC.
October 1, 1998 - August 25, 2000
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/1/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 42
Date: 1/2/2023
Registered Options Representative ExaminationSeries 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 72
Date: 1/2/2023
Government Securities Representative ExaminationFINRA
Current Firm
MEEDER DISTRIBUTION SERVICES, INC.
CRD#: 36773 / SEC#: , 8-47374
Contact information
FINRA licenses (53 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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