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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-02-14 |
Branch Locations
13890 Bishop's Drive Suite 220, Brookfield, WI 53005 • 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 |
|---|---|---|---|---|
| Ajh Wealth Management | Brookfield | WI | 08/2014 | Present |
| Lpl Financial | Brookfield | WI | 08/2019 | 12/2019 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 12/2019 | Present |
1) DBA: AJH WEALTH MANAGEMENT AND FINANCIAL SERVICES, LLC. - 13890 BISHOPS DR. STE. 220, BROOKFIELD, WI 53005; CLIENT SERVICES MANAGER; PERFORM GENERAL ADMINISTRATIVE SERVICES TO CLIENTS AND PROSPECTS; INVESTMENT RELATED ACTIVITY; 100% OF TIME SPENT 2) INSURANCE - 13890 BISHOP'S DRIVE, SUITE 220, BROOKFIELD, WI 53005; NON-INVESTMENT RELATED; ONBOARDING OF CLIENTS AND MAINTAINING OF CLIENT RECORDS. FINANCIAL ADVISOR; LESS THAN 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-11 |
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