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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-28 |
Branch Locations
3589 E. Gulft To Lake Hwy, Inverness, FL 34453 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
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 |
|---|---|---|---|---|
| Common Cents Planning, Inc. | Inverness | FL | 08/2003 | Present |
| Invest Financial Corp | Tampa | FL | 03/2009 | 11/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 11/2017 | Present |
| Kovack Advisors, Inc | Fort Lauderdale | FL | 11/2017 | Present |
1) DBA - MERIDIAN FINANCIAL SERVICES LLC; INVESTMENT RELATED. 3585 E. GULF TO LAKE HWY, INVERNESS, FL 34453; FL FIXED INSURANCE AGENCY & DBA, SECURITIES; PRESIDENT; SALES OF FIXED INSURANCE PRODUCTS & PROMOTION TO THE PUBLIC; 80% OF TIME SPENT 2) COMMON CENTS PLANNING, INC, INVESTMENT RELATED. 3585 E. Gulf To Lake Hwy. Inverness, FL 34453; SALES OF INS (HEALTH,LIFE& ANNUITY) PRESIDENT/OWNER;START 11/15/94; 5-10 HPM/2 HPM DURING TRADING; SALES, MARKETING 3) CERTIFIED ESTATE PLANNER (CEP); 3585 E. Gulf To Lake Hwy. Inverness, FL 34453; INVEST-RELATED; START 7/1/08; 4 HPM DURING TRADING. 4) CUBMASTER 2693 - VOLUNTEER FOR SON'S CUBPACK; CUBMASTER; LEAD MEETINGS; 2-3 HRS/ WEEK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-07 |
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