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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-13 |
Branch Locations
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 |
|---|---|---|---|---|
| The Independent Security Company Incorporated | Garland | TX | 07/1994 | Present |
| Kovack Securities, Inc | Fort Lauderdale | FL | 05/2006 | 06/2018 |
| Kovack Advisors, Inc. | Ft. Laud. | FL | 04/2008 | 06/2018 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 07/2018 | 12/2019 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 07/2018 | 12/2019 |
| Is Capital Management | Dallas | TX | 01/2020 | Present |
1) THE INDEPENDENT SECURITY COMPANY, INC. - FIXED INSURANCE AGENCY, PRESIDENT, SALES OF FIXED ANNUITIES,LIFE ACC & HEALTH INS POLICIES, ADVISE ON OPENING & ROLLING OVER SINGLE OWNER 401K PLANS, 25% OF TIME SPENT, COMPENSATED BY SALARY AND STOCK DIVs, INCORPORATE SMALL BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-10 |
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