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John Michael Kovacs

Wealthspire Advisors

Palm Beach Gardens, FL

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-29
  • NY RA
    APPROVED
    Since 2022-06-29

Branch Locations

3835 Pga Blvd Suite 1101, Palm Beach Gardens, FL 33410 • United States

90 Park Ave Suite 1700, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham NJ 11/2008 12/2017
Lenox Wealth Advisors, Llc New York NY 12/2017 06/2022
Wealthspire Advisors Palm Beach Gardens FL 06/2022 Present
Previous Registrations
  • 2021-09-02 → 2022-07-05
    Wealthspire Advisors
    New York, NY
  • 2008-11-21 → 2017-11-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Florham Park, NJ
  • 2007-04-02 → 2008-11-24
    Morgan Stanley & Co. Llc
    Morristown, NJ
  • 2002-05-10 → 2007-04-02
    Morgan Stanley Dw Inc.
    Morristown, NJ
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-01
  • S66 Uniform Combined State Law Examination
    2002-02-01

View on SEC IAPD

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