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26050 Mureau Road Suite 103, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED_RES | 2020-02-12 |
| CA | RA | APPROVED | 2017-09-05 |
Branch Locations
26050 Mureau Road Suite 103, Calabasas, CA 91302 • United States
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 | Ft. Lauderdale | FL | 09/2008 | Present |
| Kovack Advisors | Ft. Lauderdale | FL | 09/2008 | 09/2017 |
| Private Wealth Solutions, Llc | Calabasas | CA | 09/2017 | Present |
1) PRIVATE WEALTH SOLUTIONS - DBA FOR SECURITIES BUSINESS, 26050 MUREAU ROAD, SUITE 103, CALABASAS, CA 91302; SR. VICE PRESIDENT, 93% OF TIME SPENT, COMPENSATED BY COMMISSIONS. 2) INSURANCE BUSINESS - 26050 MUREAU ROAD, SUITE 103, CALABASAS, CA 91302; FIXED INSURANCE BUSINESS; PRESIDENT; INVESTMENT RELATED; SALES AND SERVICE; 1% OF TIME SPENT 3) PRIVATE WEALTH SOLUTIONS - TRUSTEE DUTIES, BOOKKEEPING, ESTATE SETTLEMENT, PRESIDENT, 5% OF TIME SPENT, COMPENSATED ON FEES. 11/28/11. 4) TRUSTEE SERVICES - 26050 MUREAU ROAD, SUITE 103, CALABASAS, CA 91302; TRUSTEE; CARRY OUT INSTRUCTIONS OF THE TRUST INCLUDING DISTRIBUTION AND INVESTMENT OF TRUST ASSETS; 1% OF TIME SPENT 5) RENTAL HOME - 26050 MUREAU ROAD, SUITE 103, CALABASAS, CA 91302; INVESTMENT RELATED; COLLECTION OF RENT; OWNER; 2% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-08 |
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