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Detailed Report
JONATHAN MICHAEL KOSMATA
CRD#: 5170965
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1000 N TAMIAMI TRIAL
NOKOMIS, FL 34275
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 1000 TAMIAMI TRL N
NOKOMIS, FL 34275
Registration History
201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2017 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2015 - Present (9 years)BPNC INVESTMENTS (CRD# 129052)2014 - 2015 (1 year)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2009 - 2014 (4 years)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2009 - 2009 (<1 year)
License(s)

State Registrations

B
Alabama 2/14/2023
B
Missouri 2/14/2023
B
Alaska 2/14/2023
B
Montana 11/25/2024
B
Arizona 2/14/2023
B
Nevada 2/14/2023
B
California 2/14/2023
B
New Hampshire 2/14/2023
B
Colorado 2/14/2023
B
New Jersey 2/14/2023
B
Connecticut 2/14/2023
B
New York 2/14/2023
B
Delaware 2/14/2023
B
North Carolina 2/14/2023
B
Florida 7/2/2015
B
Ohio 2/14/2023
IA
Florida 1/27/2017
B
Oregon 2/14/2023
B
Georgia 7/2/2015
B
Pennsylvania 2/14/2023
B
Idaho 4/24/2023
B
Rhode Island 2/14/2023
B
Illinois 2/14/2023
B
South Carolina 2/14/2023
B
Indiana 2/14/2023
B
South Dakota 6/12/2024
B
Kansas 4/24/2023
B
Tennessee 2/14/2023
B
Kentucky 2/14/2023
B
Texas 2/14/2023
B
Maine 2/14/2023
IA
Texas 6/14/2023
B
Maryland 2/14/2023
B
Vermont 2/14/2023
B
Massachusetts 2/14/2023
B
Virginia 2/14/2023
B
Michigan 2/14/2023
B
Washington 2/14/2023
B
Minnesota 2/14/2023
B
West Virginia 2/14/2023
B
Mississippi 6/12/2024
B
Wisconsin 2/14/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
1000 N TAMIAMI TRIAL, NOKOMIS, FL 34275
Registered with this firm since 1/27/2017
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
1000 TAMIAMI TRL N, NOKOMIS, FL 34275
5900 KATIE LN, SARASOTA, FL 34232
Registered with this firm since 7/2/2015
Previous Registration(s)
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B
 05/02/2014 - 06/12/2015 PNC INVESTMENTS (CRD#:129052) BRADENTON, FL
B
 11/20/2009 - 04/11/2014 FIFTH THIRD SECURITIES, INC. (CRD#:628) SARASOTA, FL
B
 02/12/2009 - 08/03/2009 FIFTH THIRD SECURITIES, INC. (CRD#:628) LARGO, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.