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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 | 2025-11-12 |
| OH | RA | APPROVED | 2025-09-11 |
Branch Locations
7416 Jager Court, Cincinnati, OH 45230 • 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 |
|---|---|---|---|---|
| The Oak Tree Group | Marietta | GA | 10/2024 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 08/2025 | Present |
| Federal Retirement Advisor | Cincinnati | OH | 09/2024 | 10/2024 |
| Unemployed | Mason | OH | 08/2024 | 08/2024 |
| Mccluskey Chevrolet | Loveland | OH | 03/2023 | 07/2024 |
| Unemployed | Fairfield | OH | 01/2022 | 03/2023 |
| Mccluskey Chevrolet | Loveland | OH | 10/2020 | 12/2021 |
| Unemployed | Fairfield | OH | 03/2020 | 10/2020 |
| Jeff Wyler Kia | Fairfield | OH | 12/2019 | 03/2020 |
| Mccluskey Chevrolet | Cincinnati | OH | 08/2019 | 12/2019 |
| Lori's H20 Skills | Milford | OH | 03/2017 | 07/2019 |
| Mcdonalds | Cincinnati | OH | 01/2017 | 04/2017 |
| Unemployed | Terrace Park | OH | 02/2016 | 12/2016 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 09/2025 | Present |
1) DBA - OAK TREE GROUP - 7416 JAGER COURT, CINCINNATI, OH 45230; INVESTMENT RELATED & FINANCIAL SERVICES; FINANCIAL ADVISOR; INVESTMENT RELATED; 80% OF TIME SPENT. 2) FIXED INSURANCE - 7416 JAGER COURT, CINCINNATI, OH 45230; NON-INVESTMENT RELATED; FIXED INSURANCE AND FIXED ANNUITIES; INSURANCE AGENT; 18% OF TIME SPENT. 3) FREEDOM WEALTH ADVISORS - 7416 JAGER COURT, CINCINNATI, OH 45230; NON-INVESTMENT RELATED; START DATE JUNE 3, 2026; ADMINISTRATIVE & PAYROLL PURPOSES; PRESIDENT; 10 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 6 HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 4) PATRIOT REAL ESTATE GROUP LLC - 7416 JAGER COURT, CINCINNATI, OH 45230; INVESTMENT RELATED; START DATE OCTOBER 28, 2025; ADMINISTRATIVE & BUSINESS DEVELOPMENT TASKS, MARKET AND REVIEW POTENTIAL TENANTS, MAINTAIN AND RENOVATE PROPERTIES; OWNER/FOUNDER; 10 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 2 HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 5) BILTMORE WEALTH ADVISORS - 7416 JAGER COURT, CINCINNATI, OH 45230; INVESTMENT RELATED; START DATE 5/1/2025; NO BUSINESS AS OF YET; OWNER/AGENT OF LLC; 2% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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