KEVIN JOHN KOCSIS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with PEAK WEALTH SOLUTIONS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| PEAK WEALTH SOLUTIONS, INC. | 2026-01-02 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-02-07 | 2025-06-10 | — |
| USI SECURITIES, INC. | 2020-08-10 | 2021-12-31 | — |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2018-04-26 | 2020-07-06 | — |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2010-08-12 | 2020-07-06 | — |