David Paul Kocsis appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Paul Kocsis appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-21 | Form ADV | PEAK WEALTH SOLUTIONS | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | PEPPER PIKE, OH |