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Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-01-14 |
| PA | RA | APPROVED | 2024-10-08 |
| NY | RA | APPROVED | 2021-07-13 |
| NJ | RA | APPROVED | 2021-06-11 |
Branch Locations
125 Gaither Drive Suite C, Mount Laurel, NJ 08054 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Kovacs Financial | Beachwood | NJ | 11/2009 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2016 | 05/2019 |
| Ohio National Financial Services | Cincinnati | OH | 07/2012 | 05/2019 |
| Pts Brokerage, Llc | Mount Laurel | NJ | 08/2019 | Present |
| Hoosier Daddy Llc | Forked River | NJ | 03/2021 | Present |
1) Kovacs Financial Group Inc DBA Kovacs Wealth Management; investment related; 101 Manchester Avenue, Forked River NJ 08731; life insurance sales and disability insurance sales;President and CEO; 2009; 10 hours/month (0 during market hours); sales of insurance products. 2) Hoosier Daddy, LLC / Not Investment Related / 101 Manchester Avenue, Forked River, NJ 08731 / Sale of race car tires / Start Date 03/2021 / 4 hours/month 0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-29 |
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