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WK

William J. Kosic

EMPIRIKAL PARTNERS LLC
TOWNSEND, GA
Some features on this profile are disabled
CRD#: 809668
WK

Professional summary

William John Kosic, who also goes by Buddy Kosic, is a registered financial advisor currently at EMPIRIKAL PARTNERS LLC located in Townsend, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. William has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Buddy Kosic

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.
WILLIAM KOSIC, SOLE PROPRIETOR; INVESTMENT RELATED; OWNER AND INSURANCE AGENT; START DATE 08/2018; TOWNSEND, GA; APPROXIMATELY 80% OF TIME BELVEDERE ISLAND POA, INC. POSITION: President NATURE: Non Profit Property Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/2024 ADDRESS: Townsend GA 31331, United States DESCRIPTION: Home Owners Assoc Board of Directors. Review, manage, negotiate and implement all actions impacting the affairs of the Association.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Kosic'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®
None

Experience

Current

May 18, 2022 - Present

EMPIRIKAL PARTNERS LLC

RIA
CRD#: 282691
TOWNSEND, GA
Past

October 22, 2019 - March 31, 2022

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA
CRD#: 168299
Townsend, GA
Past

December 18, 2017 - October 2, 2019

BANKERS LIFE ADVISORY SERVICES, INC.

RIA
CRD#: 281285
Brunswick, GA
Past

October 20, 2017 - October 2, 2019

BANKERS LIFE SECURITIES, INC.

BD
CRD#: 173962
Brunswick, GA
Past

January 27, 2016 - September 21, 2016

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
ATLANTA, GA
Past

January 7, 2016 - September 21, 2016

INVESTACORP, INC.

BD
CRD#: 7684
ATLANTA, GA
Past

January 13, 2012 - December 31, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
ATLANTA, GA
Past

January 12, 2012 - December 31, 2015

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ATLANTA, GA
Past

July 13, 2010 - December 31, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
SAVANNAH, GA
Past

January 28, 2010 - December 31, 2011

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
SAVANNAH, GA
Past

August 18, 2006 - December 16, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAVANNAH, GA
Past

April 7, 2006 - August 22, 2006

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

BD
CRD#: 35419
SAVANNAH, GA
Past

June 15, 2002 - April 3, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAVANNAH, GA
Past

February 14, 2000 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

April 17, 1998 - February 14, 2000

WACHOVIA BROKERAGE SERVICE

BD
CRD#: 17503
WINSTON SALEM, NC
Past

May 16, 1996 - April 21, 1998

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

May 10, 1979 - June 10, 1996

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

May 15, 1975 - March 26, 1979

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881

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
Arizona
(11/20/2024)
IAR
California
(11/7/2024)
IAR
Florida
(11/19/2024)
IAR
Georgia
(5/18/2022)
IAR
Maryland
(11/6/2024)
IAR
New Jersey
(11/8/2024)
IAR
New York
(11/7/2024)
IAR
Texas
(11/7/2024)
IAR
Wyoming
(11/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 5/10/1975
Registered Representative Examination

Current Firm

EP
EMPIRIKAL PARTNERS LLC
EMPIRIKAL PARTNERS LLC | MONZON WEALTH

CRD#: 282691 / SEC#:

Arizona
Registered Investment Advisory firm - (9/7/2016 Approved)
California
Registered Investment Advisory firm - (6/5/2020 Approved)
Colorado
Registered Investment Advisory firm - (7/31/2024 Terminated)
Florida
Registered Investment Advisory firm - (10/28/2020 Approved)
Georgia
Registered Investment Advisory firm - (5/18/2022 Approved)
Maryland
Registered Investment Advisory firm - (3/4/2024 Approved)
Mississippi
Registered Investment Advisory firm - (7/31/2024 Terminated)
New Jersey
Registered Investment Advisory firm - (7/16/2020 Approved)
New York
Registered Investment Advisory firm - (10/12/2022 Approved)
Oklahoma
Registered Investment Advisory firm - (3/3/2021 Approved)
Texas
Registered Investment Advisory firm - (6/19/2020 Approved)
Wyoming
Registered Investment Advisory firm - (5/11/2020 Approved)
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Contact information

Main Address
Phoenix, AZ
Mailing Address
Phone number
(480) 558-6167
Established
Firm type
Fiscal year end
# of Employees
10

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 88,000,000

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

EMPIRIKAL PARTNERS LLC

CRD#: 282691Townsend, GA

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