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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-01-17 |
| TX | RA | APPROVED_RES | 2017-01-03 |
Branch Locations
12246 E Lupine Ave, Scottsdale, AZ 85259 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
3 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 |
|---|---|---|---|---|
| Kovack Advisors, Inc | Fort Lauderdale | FL | 01/2017 | Present |
| Unemployed | Scottsdale | AZ | 06/2016 | 01/2017 |
1. DBA - Gerson Wealth Management LLC - 12246 E Lupine Ave., Scottsdale, AZ 85259; Financial planning and wealth management; Investment related; Managing member; Assisting clients with planning their long-term financial decisions; 100% of time spent 2) LIFE INSURANCE, LONG TERM AND DEFERRED INCOME ANNUITIES - 12246 E LUPINE AVENUE, SCOTTSDALE, AZ 85259; INVESTMENT RELATED; PROVIDE INSURANCE SOLUTION TO CLIENTS; MANAGING MEMBER; 10% OF TIME SPENT. 3) TRUSTEE FOR DAD'S TRUST - 12246 E LUPINE AVENUE, SCOTTSDALE, AZ 85259; NON-INVESTMENT RELATED; TRUST ACCOUNT; TRUSTEE; START DATE JANURARY 2, 2017; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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