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700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-02 |
| NC | RA | APPROVED | 2023-01-13 |
| SC | RA | APPROVED | 2022-06-06 |
| CA | RA | APPROVED | 2020-02-14 |
| AL | RA | APPROVED | 2018-10-16 |
| OH | RA | APPROVED | 2018-04-06 |
Branch Locations
700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale | FL | 10/2014 | 10/2017 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 10/2014 | 10/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2017 | 04/2018 |
| One Resource Group Wealth Management Llc (Dba The Pension Group) | Dublin | OH | 09/2014 | Present |
NAME:ONE RESOURCE GROUP WEALTH MANAGEMENT, LLC ; INV RELATED:YES; ADDRESS:7100 MUIRFIELD DRIVE SUITE 110 DUBLIN, OH 43017; NATURE:INSURANCE BUSINESS AND PAYING BILLS FOR THE BUSINESS; POSITION:PRESIDENT; START DATE:01/1997; HOURS/MONTH:40; TRADING HOURS/MONTH:1-2; DUTIES:WRITING CHECKS AND INSURANCE NAME:THE PENSION GROUP; INV RELATED:YES; ADDRESS:7100 MUIRFIELD DRIVE SUITE 110 DUBLIN, OH 43017; NATURE:INVESTMENTS; START DATE:01/1997; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES:PENSION PLANNING, INVESTMENTS, FINANCIAL PLANNING & INCOME PLANNING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-27 |
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