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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-11 |
Branch Locations
2000 Rio De Janeiro Ave Suite 4, Punta Gorda, FL 33983 • United States
2000 Rio De Janeiro Ave Suite 4, Punta Gorda, FL 33983 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
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 |
|---|---|---|---|---|
| Wealth Advisor Group | Punta Gorda | FL | 01/2005 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2013 | 12/2017 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 05/2013 | 12/2017 |
| Brokers International Financial Services, Llc | Punta Gorda | FL | 12/2017 | Present |
1) DBA: WEALTH ADVISORS GROUP INC. - 2000 RIO DE JANEIRO AVENUE, SUITE 4, PUNTA GORDA, FL 33983, CORPORATION, DBA FOR SECURITIES BUSINESS, SALES, FINANCIAL SERVICES, 85% OF TIME SPENT. 2) INSURANCE - 2000 RIO DE JANEIRO AVENUE, SUITE 4, PUNTA GORDA, FL 33983; FIXED AND LIFE INSURANCE; NON INVESTMENT RELATED; AGENT; INSURANCE SALES; 15% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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