Accounting
The Accounting team is responsible for processing all commission and advisory fee payments to registered representatives/advisors monthly. Issues year-end 1099’s. Assists with other accounting related updates (.i.e. direct deposit changes). We can help you with:
Accounting
1099 Payroll
Tools for Accounting
Access key resources for the Accounting team
Please email David Pitkoff, Chief Financial Officer, with any questions.
Team Directory
Find and contact team members
David Pitkoff
Chief Financial Officer
dpitkoff@kingswoodus.com
(347) 218-5210
Specialties
Tinahia Sadler
Commissions Specialist
tsadler@kingswoodus.com
(470) 657-0761
Specialties
Daily commisions pricing
Third Party Partnerships
We work with several third-party vendors to help your back office run smoothly. If you have any questions about these partnerships and how they can help your firm, please contact the Operations team.
Paychex (formerly Oasis)
Remittance of 1099 payments for commissions/advisory fees. Reps can access their monthly paystubs and year-end 1099’s from the portal.
Get Help
Please contact Nicole Bennett at 212-404-7002.
How to Access
Upon Receiving new rep notifications from Ops, Accounting will send an email to new reps to start the onboarding to Paychex