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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 | 2020-04-14 |
Branch Locations
5209 Natchez Drive, Rowlett, TX 75088 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Beacon Retirement Planning Services | Addison | TX | 03/1999 | 08/2018 |
| Securities America, Inc. | Dallas | TX | 10/2018 | 01/2020 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 03/2020 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 03/2020 | Present |
| Securities America Advisors | Dallas | TX | 10/2018 | 01/2020 |
1)DBA - KIRBY WEALTH MANAGEMENT - 5209 NATCHEZ DRIVE, ROWLETT, TX 75088; PRESIDENT & CEO; BUSINESS DEVELOPMENT, COMPLIANCE, ADMIN, SALES, BOOKKEEPING & MANAGEMENT; INVESTMENT RELATED ACTIVITY; 100% OF TIME SPENT 2) TEXAS INSURANCE LICENSE-5209 NATCHEZ DRIVE, ROWLETT, TX 75088; INVESTMENT RELATED; SELLNG ANNUITIES, TERM LIFE INSURANCE, LONG TERM CARE AND SPILT LEVEL FUNDING PENSION PLANS; AGENT; 20% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-28 |
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