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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-18 |
Branch Locations
155 North Lake Avenue Suite 430, Pasadena, CA 91101 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jp Morgan Chase | Irvine | CA | 06/2016 | 01/2023 |
| Unemployed | Irvine | CA | 01/2023 | 03/2023 |
| Essence Financial Llc | Irvine | CA | 04/2023 | 05/2024 |
| Securities America, Inc. | Irvine | CA | 05/2024 | 06/2024 |
| Securities America Advisors | Irvine | CA | 05/2024 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 09/2025 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 09/2025 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 09/2025 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 09/2025 | Present |
| Cetera Investment Servcies Llc | St Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisors Llc | Pasadena | CA | 08/2026 | Present |
1. DAVDORI CONSULTING, INCOME PASS THROUGH AND BUSINESS EXPENSE WRITE OFF, 85% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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