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248 N. Marion Avenue Suite 101, Lake City, FL 32055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-03-29 |
| FL | RA | APPROVED | 2006-01-02 |
Branch Locations
248 N. Marion Avenue Suite 101, Lake City, FL 32055 • 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 |
|---|---|---|---|---|
| Gulfcoast Financial Services, Inc. | Lake City | FL | 04/1992 | Present |
| Gulfcoast Financial Services, Inc. | Lake City | FL | 01/2006 | Present |
| Next Financial Group, Inc | Lake City | FL | 03/2015 | 03/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 03/2017 | Present |
| Gulfcoast Tax Services, Inc. | Lake City | FL | 01/2019 | Present |
1) DBA: GULFCOAST FINANCIAL SERVICES INC - 248 N. Marion Ave., Lake City FL 32055; INVESTMENT RELATED;CEO & FOUNDER; SEMINARS AS GULF COAST EDUCATIONAL SERVICES; MEET WITH CLIENTS, RESEARCH FUNDS; MARKETING, BILLING AND OTHER ADMINISTRATIVE OPERATIONS; 99% OF TIME SPENT 2) Rotary Club of Lake City - 161 SW Quail Heights Terrace, Lake City, FL 32025; Charity/Non-profit; Non-investment related; Member; Training District Rotary clubs; 1% of time spent. 3) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. - POSITION - AGENT 248 NORTH MARION AVE, LAKE CITY, FL 32055; COMMENCED 11/1995; APPROX 32 HOURS A MONTH; APPROXIMATELY 32 HOURS A MONTH DURING TRADING HOURS 4) JOHN KUYKENDALL REAL ESTATE/RENTAL PROPERTIES, 727 NW OLD MILL DR, LAKE CITY, FL 32055. NON INVEST RELATED. BEGAN 3/06 AS OWNER RENTING OFFICE SPACE. DEVOTES 1 HR/MNTH 0/TRADE. 5) GIDEONS; CHARITY/NON-PROFIT; NON-INVESTMENT RELATED; MEMBER, ATTENDS MEETINGS; 1 HR/MO; NO COMPENSATION. 6) NATIONAL ASSOCIATION OF CHRISTIAN FINANCIAL CONSULTANTS; FL; CHARITY/NON-PROFIT; NON-INVESTMENT RELATED; ASSOC. FOCUSED ON TRAINING PROFESSIONALS IN BIBLICAL STEWARDSHIP; MEMBER; 1 HR/MO; NO COMPENSATION. 7) KINGDOM ADVISORS; GA; PROFESSIONAL ORGANIZATION/ASSOCIATION; NON-INVESTMENT RELATED; COMMUNITY FOR CHRISTIAN PROFESSIONALS; MEMBER; 2 HRS/MO; NO COMPENSATION. 8)GULFCOAST TAX SERVICES - 248 N. MARION AVE, LAKE CITY, FL 32055; NON-INVESTMENT RELATED; PRESIDENT; PREPARING TAX RETURNS; 5% OF TIME SPENT 9) FINANCIAL BOOK - 248 N. MARION AVE, LAKE CITY, FL 32055; INVESMENT RELATED; FINACIAL ADVISOR/ AUTHOR; SALES OF A EDUCATIONAL COMPLIANCE APPROVED BOOK ON AMAZON; 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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