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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
15500 Roosevelt Blvd. Ste 102, Clearwater, FL 33760 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Harbor | FL | 08/2008 | 07/2020 |
| Raymond James Financial Services, Inc | Clearwater | FL | 07/2020 | 04/2023 |
| Greenbridge Wealth Management | Clearwater | FL | 07/2021 | 04/2023 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2023 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 05/2023 | Present |
(1) GreenBridge Wealth Management – investment related – 15500 Roosevelt Boulevard, Suite 102, Clearwater, FL 33760 – investment advisory, financial planning, and retirement planning DBA – owner/advisor – start date Jul 19, 2020 – 250 hours/month (130 during trading hours) – meets with clients, provides investment recommendations, and performs day-to-day ownership and business management duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-07 |
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