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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-04-28 |
Branch Locations
4286 Bells Ferry Road Suite 214, Kennesaw, GA 30144 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Services, Inc. | Kennesaw | GA | 08/2011 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 10/2016 | Present |
1) DBA SUMMIT FINANCIAL SERVICES, INC. - 4286 BELLS FERRY RD, SUITE 214 KENNESAW, GA 30144; INVESTMENT RELATED; SALES AND SERVICE OF INVESTMENT PRODUCTS; FINANCIAL ADVISOR/SALES SUPPORT; 90% OF TIME SPENT 2) INSURANCE SALES AND SERVICE - 4286 BELLS FERRY RD, SUITE 214 KENNESAW, GA 30144; NON-INVESTMENT RELATED; FIXED INSURANCE, TERM, UL, DI, LTC AND LIFE; AGENT; 10% OF TIME SPENT. 3) SUMMIT FINANCIAL PLANNING LLC - 4286 BELLS FERRY RD, SUITE 214 KENNESAW, GA 30144; INVESTMENT RELATED; START DATE JULY 1, 2024; ORGANIZER OF THE LLC; RECORD BUSINESS INCOME/EXPENSES; ORGANIZER; 4 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 2 HOURS/MONTH SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-13 |
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