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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-10-09 |
Branch Locations
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
3333 Warrenville Road Suite 200, Lisle, IL 60532 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Lisle | IL | 06/2016 | 06/2019 |
| Opus Wealth Partners, Llc (Dba: Opus Wealth Management Group) | Lisle | IL | 10/2016 | 06/2019 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 07/2019 | Present |
1) DBA: RVS WEALTH MANAGEMENT - 2531 BODDINGTON LANE, NAPERVILLE, IL; OWNER; PROVIDE INVESTMENT ADVISORY SERVICES; INVESTMENT RELATED BUSINESS; 100% OF TIME SPENT 2) FIXED INSURANCE BUSINESS-3333 WARRENVILLE ROAD, SUITE 200, LISLE, IL 60532; NON-INVESTMENT RELATED; PROVIDING ADVICE TO CLIENTS ON HOW TO MANAGE THEIR INVESTMENT PORFOLIOS; INVESTMENT ADVISOR REPRESENTATIVE; 2% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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