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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| FL | RA | APPROVED | 2026-03-17 |
Branch Locations
210 Sw Natura Ave, Deerfield Beach, FL 33441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Orlando | FL | 04/2015 | 04/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 04/2017 | 02/2026 |
| Kovack Advisors, Inc | Fort Lauderdale | FL | 04/2017 | 02/2026 |
| Osaic Wealth, Inc. | Deerfield Beach | FL | 01/2026 | Present |
1) GC WEALTH MANAGEMENT - 1180 SPRING CENTRE S BLVD, SUITE 202, ALTAMONTE SPRINGS, FL 32714; DBA; WEALTH MANAGMENT SERVICES; INDEPENDENT ADVISOR; INVESTMENT RELATED BUSINESS; 100% OF TIME SPENT 2) INSURANCE SALES - 1180 SPRING CENTRE S BLVD, SUITE 202, ALTAMONTE SPRINGS, FL 32714; COMMISSIONED INSURANCE SALES; CERTIFIED WEALTH STRATEGIST; FINANCIAL ADVISORY SERVICES; INVESTMENT RELATED BUSINESS, 50% OF TIME SPENT 3) REAL ESTATE OWNERSHIP & RENTAL; OWNER/ LANDLORD FOR SHORT TERM RENTALS; REAL ESTATE RENTALS IN ORLANDO, FL & CARTHAGE, NC; 5% OF TIME SPENT 4) RENTAL PROPERTY POSITION: Owner/Trustee NATURE: Rental property held in personal living trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2010 ADDRESS: 500 Little River Farm Blvd, D202, Carthage NC 28327, United States DESCRIPTION: Data gathering for tax purposes/bookkeeping 5) FLORIDA EXECUTIVE WOMEN, INC. POSITION: Member Emeritus NATURE: Member Emeritus of this professional women's organization. I am the past president of this association, offering an educational platform supporting professional women, focusing on networking and fundraising for scholarships. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2009 ADDRESS: PO Box 149404, Orlando FL 32814-9404, United States DESCRIPTION: Attend luncheon meetings one day a month 6) BLADE FINANCIAL SERVICES POSITION: DBA NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1994 ADDRESS: 210 SW Natura Ave, Deerfield Beach FL 33441, United States DESCRIPTION: Financial Planning with clients, research, analysis and sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-10 |
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