# DAVID PAUL KOCSIS

DAVID PAUL KOCSIS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with PEAK WEALTH SOLUTIONS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PEAK WEALTH SOLUTIONS, INC.](https://search.stillhousedata.com/firm/127391) | 2016-08-01 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-11-26 | 2016-08-11 | — |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2013-11-20 | 2016-07-29 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2008-05-23 | 2013-11-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4203137)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4203137.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.