David A. Mejia

KOSS-OLINGER CONSULTING.

Gainesville, FL 32606

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CRD#: 6909817

Professional summary

David Antonio Mejia, who also goes by David Antonio Mejia Santos, is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 3 firms and has passed the Series 66, Series 63, Series 7, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Antonio Mejia Santos

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.

Koss Olinger Consulting, LLC; Gainesville, FL; start 08/2022; RIA; Retirement Plan Advisor; Assist plan sponsor clients with their fiduciary duties, and educate plan participants on their options through their company's retirement plan; investment related; 40+ hours; Base salary and bonuses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Antonio Mejia's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 25, 2022 - Present

KOSS-OLINGER CONSULTING, LLC.

Office #1: 2700-a Nw 43rd Street, Gainesville, FL 32606

RIA

CRD#: 111855

Gainesville, FL

Past

April 29, 2019 - December 31, 2024

VALMARK SECURITIES, INC.

CRD#: 31243

GAINESVILLE, FL

Past

March 5, 2018 - March 4, 2019

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/15/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/5/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

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Contact information

Main Address

2700-a Nw 43rd Street, Gainesville, FL 32606

Mailing Address

Phone number

(352) 373-3337

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOSS-OLINGER CONSULTING, LLC FIRM BROCHURE - ADV PART 2A 07.16.2025 (7/24/2025)

Regulatory assets under management

Total Number of Accounts	3,083
AUM (Assets Under Management)	$ 2,083,486,916

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.

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Firm Stability Insights

David A. Mejia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Antonio Mejia's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

KOSS-OLINGER CONSULTING, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2022

Series 63

Date: 3/15/2018

Series 7

Date: 12/14/2018

SIE

Date: 10/1/2018

Series 6

Date: 3/5/2018

Current Firm

KOSS-OLINGER CONSULTING, LLC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOSS-OLINGER CONSULTING, LLC.

TRUST BUT VERIFY

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