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Current Employers
Kovack Advisors, Inc.

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-11-12
OH RA APPROVED 2025-09-11
  • GA RA
    APPROVED
    Since 2025-11-12
  • OH RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2024 → Present
    The Oak Tree Group
    Marietta, GA
  • 08/2025 → Present
    Fort Lauderdale, FL
  • 09/2024 → 10/2024
    Federal Retirement Advisor
    Cincinnati, OH
  • 08/2024 → 08/2024
    Unemployed
    Mason, OH
  • 03/2023 → 07/2024
    Mccluskey Chevrolet
    Loveland, OH
  • 01/2022 → 03/2023
    Unemployed
    Fairfield, OH
  • 10/2020 → 12/2021
    Mccluskey Chevrolet
    Loveland, OH
  • 03/2020 → 10/2020
    Unemployed
    Fairfield, OH
  • 12/2019 → 03/2020
    Jeff Wyler Kia
    Fairfield, OH
  • 08/2019 → 12/2019
    Mccluskey Chevrolet
    Cincinnati, OH
  • 03/2017 → 07/2019
    Lori's H20 Skills
    Milford, OH
  • 01/2017 → 04/2017
    Mcdonalds
    Cincinnati, OH
  • 02/2016 → 12/2016
    Unemployed
    Terrace Park, OH
  • 09/2025 → Present
    Kovack Securities, Inc.
    Fort Lauderdale, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-03
S65 Uniform Investment Adviser Law Examination 2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28

View on SEC IAPD

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