Steven Randal Wright

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1984 → 05/2023
  S R Wright & Company, P.A.
  Winter Haven, FL
• 02/2010 → 09/2022
  Kovack Advisors, Inc.
  Ft Lauderdale, FL
• 02/2010 → 09/2022
  Kovack Securities, Inc.
  Ft Lauderdale, FL
• 09/2022 → 06/2023
  Ipf Securities Llc
  Tampa, FL
• 09/2022 → 06/2023
  Independent Financial Partners
  Tampa, FL
• 06/2023 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 06/2023 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2022-09-22 → 2023-06-21
  Independent Financial Partners
  Tampa, FL
  Winter Haven, FL
• 2010-02-22 → 2022-09-09
  Kovack Advisors, Inc.
  Winter Haven, FL
  Ft. Lauderdale, FL
• 2009-11-20 → 2010-02-19
  Latitude Advisors, Llc
  Winter Haven, FL
  Yorkville, IL
• 2006-08-24 → 2009-11-16
  Medallion Advisory Services, Llc
  Winter Haven, FL

Other Businesses

1 )DBA: WRIGHT FINANCIAL CONCEPTS, LLC - 154 AVENUE H, SE, WINTER HAVEN, FL 33880; INVESTMENT RELATED; SECURITIES, FIXED INSURANCE AND TRUSTEE SERVICES, MANAGER; 60% OF TIME SPENT. 2) S.R. WRIGHT & COMPANY, P.A. - 154 AVENUE H, SE, WINTER HAVEN, FL 33880; INVESTMENT RELATED; CPA FIRM, TAX RETURN, ESTATE & ASSET PROTECTION PLANNING; PRESIDENT/ OWNER; 30% OF TIME SPENT. 3) FIDUCIARY TAX SERVICES, LLC - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; NON-INVESTMENT RELATED; PROVIDES TAX AND ACCOUNTING SERVICES TO TRUSTS AND ESTATES; MANAGER; 5% OF TIME SPENT. 4) PROFESSIONAL PROPERTIES OF CENTRAL FLORIDA - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; INVESTMENT RELATED; RENTAL PROPERTY HOUSING; CO-MANAGER & RESIDENT AGENT; LESS THAN 1% OF TIME SPENT. 5) CATTLE BROTHERS LLC - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; NON-INVESTMENT RELATED; CATTLE OPERATION; CO-MANAGER; 1% OF TIME SPENT. 6) BLOUNT HOLDINGS LLC - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; INVESTMENT RELATED; EMPTY CORPORATE SHELL; CO-MANAGER; LESS THAN 1% OF TIME SPENT. 7) WRIGHTLANDS, LLC - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; INVESTMENT RELATED; HOLDS UNDEVELOPED NON-INCOME PRODUCING PROPERTY; CO-MANAGER; LESS THAN 1% OF TIME SPENT. 8) FIXED INSURANCE - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; INVESTMENT RELATED; SELLS FIXED AND VARIABLE INSURANCE PROUCTS; REGISTERED REP; LESS THAN 5% OF TIME SPENT. 9) STEVEN R. WRIGHT - 154 AVENUE H, S.E., WINTER HAVEN, FL 33880; NON-INVESTMENT RELATED; REGISTERED AGENT FOR VARIOUS ENTITIES; REGISTERED AGENT; LESS THAN 1% OF TIME SPENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-12-15

Designations

• Personal Financial Specialist