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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
| MI | RA | APPROVED | 2026-08-25 |
| 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 Garden, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Miami | FL | 10/2007 | 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; OWNER; 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) REAL ESTATE AGENT; JR REALTY & APPRAISING, LOCATED AT 6072 ROGER STREET, JUPITER, FL, 33458 (SOLELY TO COLLECT REFERRAL FEES FOR BUSINESS TRANSACTIONS REFERRED TO BUSINESS BROKERS); APRIL 2021; 2 HOURS PER MONTH; NON-INVESTMENT RELATED. 3) 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 | 2009-03-06 |
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