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Lance Alexander Mccartney

Proverbi Capital Advisors, LLC

Melbourne, FL

Baton Rouge, LA

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Current Employers
Proverbi Capital Advisors, Llc

1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-03-09
  • LA RA
    APPROVED
    Since 2026-03-09

Branch Locations

1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States

9026 Jefferson Hwy Suite 501, Baton Rouge, LA 70809 • 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
Proverbi Capital Advisors, Llc Melbourne FL 03/2026 Present
Full Time Student Baton Rouge LA 01/2016 12/2019
Kovack Advisors, Inc Dba Drew Pelton Retirement Solutions Baton Rouge LA 06/2023 Present
Tax & Retirement Solutions, Inc. Baton Rouge LA 06/2023 Present
Ryan Rayburn State Farm Prarieville LA 04/2021 06/2023
Brady Flavin State Farm Baton Rouge LA 05/2018 04/2021
  • 03/2026 → Present
    Melbourne, FL
  • 01/2016 → 12/2019
    Full Time Student
    Baton Rouge, LA
  • 06/2023 → Present
    Kovack Advisors, Inc Dba Drew Pelton Retirement Solutions
    Baton Rouge, LA
  • 06/2023 → Present
    Tax & Retirement Solutions, Inc.
    Baton Rouge, LA
  • 04/2021 → 06/2023
    Ryan Rayburn State Farm
    Prarieville, LA
  • 05/2018 → 04/2021
    Brady Flavin State Farm
    Baton Rouge, LA
Other Businesses

(1) Kovack Advisors, Inc dba Drew Pelton Retirement Solutions; Yes; Baton Rouge, LA; Marketing Coordinator; 06/2023; 80/ HRS MO; 80/ HRS MO (2) Tax & Retirement Solutions, Inc.; Yes; Baton Rouge, LA; Insurance Agent/ Marketing Coordinator; 06/2023; 20/ HRS MO; 20/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23
Other Names
  • Lance Mccartney

View on SEC IAPD

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