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212 N. Broadway Street, Lebanon, OH 45036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovack Securities, Inc. | Ft. Lauderdale | FL | 12/2002 | 02/2026 |
| Kovack Advisors, Inc | Ft. Lauderdale | FL | 08/2006 | 02/2026 |
| Kapstone Financial Advisors Llc | Lebanon | OH | 02/2026 | Present |
1) American Access, Inc; Not investment-related; Springboro, OH 45066; Real Estate & Equipment Rental; President; 4/28/1997; Less than 5 hours per month; 0 during trading hours; Administrative duties 2) Frazier & Associates, LLC; Not investment-related; Franklin, OH 45005; Family farm; President; 1/23/2003; Less than 10 hours per month; 0 during trading hours; Manage business, do taxes, and manage investments 3) Northshore on Lake Apalachia HOA; Not investment-related; Murphy, NC. 28906; Administration; President & Board Member; 1/1/2022; Less than 5 hours per month; 0 during trading hours; Preside over meetings and administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-21 |
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