Best Investors
Account
Sign in
Best Investors
Account
Sign in
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-05-09 |
Branch Locations
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
101 Plaza East Blvd Suite 203, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Evansville | IN | 10/2013 | Present |
| Securities America Advisors | Evansville | IN | 06/2015 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2019 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 05/2019 | Present |
1) DBA: WEALTHTRENDS ADVISORS - 101 PLAZA EAST BLVD. SUITE 203, EVANSVILLE, IN 47715; WEALTH MANAGEMENT ADVISOR; PROSPECT FOR, COMPREHENSIVE WEALTH MANAGEMENT AND FINANCIAL PLANNING; INVESTMENT RELATED BUSINESS; 85% OF TIME SPENT ON ACTIVITY 2) DBA: D.A. WALTZ & ASSOCIATES - 101 PLAZA EAST BLVD. SUITE 203, EVANSVILLE, IN 47715; ASSISTANT BROKER; FIXED INSURANCE SALES AND MANAGE INSURANCE BENEFITS; NON INVESTMENT RELATED ACTIVITY; 15% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-06 |
Reach out to this advisor