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1510 Fd Roosevelt Ave Suite 302A, Guaynabo, PR 00968 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2021-06-16 |
Branch Locations
1510 Fd Roosevelt Ave Suite 302A, Guaynabo, PR 00968 • 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 | 06/2009 | Present |
| Kovack Advisors, Inc. | Ft. Lauderdale | FL | 06/2009 | Present |
| 4/26 Retirement Income Planning & Wealth Management, Llc. | Guaynabo | PR | 04/2021 | Present |
1) BUSINESS CONSULTING - CONSULTING ON PERSONAL, BUSINESS ASSETS, LIABILITIES, LOGISTIC & STRATEGIC PLANNING, 5% OF TIME SPENT, COMPENSATED ON HOURLY FEE. 04/06/11 2) SMART INSURANCE AGENCY, VSJ, PSC - 1510 ROOSEVELT AVENUE, SUITE 302a, GUAYNABO, PR 00968; FIXED INSURANCE AGENCY; NON INVESTMENT RELATED; CO-PRESIDENT & CFO; SALES AND FINANCIAL MANAGEMENT; 30% OF TIME SPENT 3) SUPER MONCHI INVESTMENT, INC. - SAN JUAN, PR 00926; NON INVESTMENT RELATED; PRESIDENT; COLLECT RENT; 1% OF TIME SPENT 4) EXECUTOR OF ANDREA MAROTTA'S - SAN JUAN, PR 00926; EXECUTOR OF ESTATE; NON INVESTMENT RELATED; EXECUTOR; 1% OF TIME SPENT 5) 4/26 RETIREMENT INCOME PLANNING & WEATH MANAGEMENT, LLC - 1510 ROOSEVELT AVENUE, SUITE 302a, GUAYNABO, PR 00968; INVESTMENT RELATED; INVESTMENT ADVISOR; PRESIDENT; 50% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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