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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-24 |
Branch Locations
1801 S Kanner Hwy, Stuart, FL 34994 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage | Stuart | FL | 08/2009 | 07/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 07/2017 | Present |
| Kovack Advisors, Inc | Fort Lauderdale | FL | 07/2017 | Present |
1) DBA: STUART FINANCIAL - 1801 S KANNER HWY, STUART, FL; FINANCIAL ADVISOR; FINANCIAL PLANNING; INVESTMENT RELATED BUSINESS; 94% OF TIME SPENT 2) NOTARY - STUART, FL 34994; NOTARIZE PAPERWORK AS A SERVICE TO CLIENTS; <1% OF TIME SPENT 3) FIXED INSURANCE; 1801 S KANNER HWY STUART, FL 34994; AGENT; PROVIDE CLIENTS INSURANCE IF NEEDED; 5% OF TIME SPENT 4) GRATZ WEALTH MANAGEMENT, LLC - 9025 SE KINGSLEY ST. HOBE SOUND, FL 33455; OWNER; BANKING PURPOSES ONLY - PAY STEWART FINACIAL EXPENSES; NON-INVESTMENT RELATED BUSINESS; 10% OF TIME SPENT 5) MEDICARE AGENT - 1801 S. KANNER HWY STUART, FL 34994; MEDICARE AGENT MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENTAL INSURANCE PLANS; NON-INVESTMENT RELATED BUSINESS; 10% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
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