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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
| MI | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
4500 Pga Boulevard Suite 304A, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palm Beach Gardens | FL | 10/2002 | 05/2019 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2019 | 06/2020 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 06/2019 | 06/2020 |
| Pursuit Consulting, Llc | Palm Beach Gardens | FL | 01/2020 | 03/2026 |
| Pursuit Wealth Management Llc | Palm Beach Gardens | FL | 06/2020 | Present |
| Cary Street Partners Investment Advisory Llc | Palm Beach Gardens | FL | 03/2026 | Present |
1) PURSUIT CONSULTING, LLC - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS, FL; MANAGER; NON-INVESTMENT RELATED:CONSULTING SERVICES; DUTIES INCLUDE RUNNING BUSINESS CONSULTING ANALYSIS FOR CORPORATE CLIENTS; DEVOTES APPROXIMATELY 1% OF TIME PER MONTH TO THESE DUTIES, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. 2) THE LORDS PLACE - 2808 N AUSTRALIAN AVE. WEST PALM BEACH, FL 33407; COMMITTEE MEMBER; INVESTMENT RELATED; CHARITY FOR HOMELESSNESS PROVIDING INVESTMENT FINANCE COMMITTEE ADVICE; 1 HR PER MONTH; -0- HOURS DURING TRADING HOURS; START DATE 03/2024. 3) YOUNG FRIENDS OF THE KRAVIS - 701 OKEECHOBEE BLVD, WEST PALM BEACH, FL, 33401; NON-INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; START DATE 09/2024. 4) LICENSED INSURANCE AGENT - CAN EARN COMMISSION; ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AT THE TIME OF THE RECOMMENDATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-31 |
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