William George Koshivas is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with TWELVE POINTS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | 2025-03-27 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-11-29 | 2025-03-18 | — |