Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mt. Pleasant, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-27 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale | FL | 11/2013 | 11/2016 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 11/2013 | 11/2016 |
| Oak Capital Advisors, Llc | Mt. Pleasant | SC | 11/2016 | Present |
1) QDRO DIVORCE FINANCIAL SOLUTIONS - 1127 QUEENSBOROUGH BLVD., SUITE 106, MT. PLEASANT, SC 29464; QDRO DOCUMENT PREPARATION - DRAFT OR ADMINISTER COMPREHENSIVE MODEL SEPARATION AGREEMENT LANGUAGE DIRECTLY INTO DIVORCE DEGREES TO ENSURE THAT ALL OF THE QDRO ISSUES ARE PROPERLY ADDRESSED; NON-INVESTMENT RELATED; OWNER/OPERATOR; SOLE PROVIDER OF INFORMATION FOR MY PRACTICE; 20% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-03 |
Reach out to this advisor