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Current Employers
Kovack Advisors, Inc.

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-12
GA RA APPROVED 2022-08-23
  • FL RA
    APPROVED
    Since 2022-09-12
  • GA RA
    APPROVED
    Since 2022-08-23

Branch Locations

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

102 North Hutchinson Avenue, Adel, GA 31620 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Choice Financial Services, Llc Adel GA 04/2003 Present
The Agent Tool Shop, Llc. Adel GA 04/2003 Present
Voya Financial Advisors Adel GA 09/2014 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 06/2022
Kovack Securities, Inc. Fort Lauderdale FL 08/2022 Present
Kovack Advisors, Inc. Fort Lauderdale FL 08/2022 Present
  • 04/2003 → Present
    Choice Financial Services, Llc
    Adel, GA
  • 04/2003 → Present
    The Agent Tool Shop, Llc.
    Adel, GA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Adel, GA
  • 06/2021 → 06/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2022 → Present
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 08/2022 → Present
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

1) DBA - INDEPENDENT RETIREMENT PROFESSIONALS - 102 NORTH HUTCHINSON AVENUE, ADEL GA 31620; INVESTMENT RELATED; SALES OF FIXED INSURANCE PRODUCTS; AGENT; 100% OF TIME SPENT. 2) CROSS CREEK BAPTIST CHURCH - 339 RADIO STATION ROAD, NASHVILLE, GA 31639; NON-INVESTMENT RELATED; NON-PROFIT ORGANIZATION; PASTOR; 10% OF TIME SPENT. 3) THE AGENT TOOL SHOP - 102 NORTH HUTCHINSON AVENUE, ADEL GA 31620; INVESTMENT RELATED; FIXED INSURANCE; AGENT; 10% OF TIME SPENT. 4) CHOICE FINANCIAL SERVICES, LLC - 102 NORTH HUTCHINSON AVENUE, ADEL GA 31620; INVESTMENT RELATED; EXPENSE MANAGEMENT; OWNER; 10% OF TIME SPENT. 5) MORRIS RENTALS, LLC - 364 GUTHRIE CEMETERY ROAD, NASHVILLE, GA 31636; NON-INVESTMENT RELATED; COLLECT RENT, MAINTAIN PROPERTIES; OWNER; 10% OF TIME SPENT. 6) EXECUTOR OF MOTHER'S ESTATE - 364 GUTHRIE CEMETERY ROAD, NASHVILLE, GA 31636; NON-INVESTMENT RELATED; FINANCIAL AND MEDICAL POWER OF ATTORNEY; EXECUTOR; LESS THAN 1% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-04
S63 Uniform Securities Agent State Law Examination 2013-08-17
  • S66 Uniform Combined State Law Examination
    2017-02-04
  • S63 Uniform Securities Agent State Law Examination
    2013-08-17
Other Names
  • Daniel Allen Morris
  • Daniel Allen Morris

View on SEC IAPD

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