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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| MO | RA | APPROVED | 2024-11-15 |
Branch Locations
132 W Washington Ave Suite 100, Kirkwood, MO 63122 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Chesterfield | MO | 09/2010 | 09/2019 |
| Summit Financial Group | Chesterfield | MO | 09/2010 | 03/2021 |
| Cetera Advisor Networks Llc | Kirkwood | MO | 09/2019 | 03/2021 |
| Geneos Wealth Management Inc | Kirkwood | MO | 03/2021 | 10/2024 |
| Veritas Advisors Llc | Kirkwood | MO | 03/2021 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 10/2024 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 10/2024 | Present |
1) DBA -VERITAS ADVISORS, LLC - 132 W WASHINGTON AVE, SUITE 100, KIRKWOOD, MO 63122; INVESTMENT RELATED; START DATE AUGUST 1, 2010; BROKERAGE AND ADVISORY ACCOUNTS; OWNER PARTNER; 95% OF TIME SPENT. 2) BARFIELD AND BRUGNARA, LLC - 132 W WASHINGTON AV E ., SUITE 100, KIRKWOO, MO 63122; INVESTMENT RELATED; OWNER/PARTNER; FIXED AND LIFE INSURANCE SALES; 10% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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