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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2012-12-06 |
| TX | RA | APPROVED_RES | 2012-11-12 |
Branch Locations
10900 Hefner Pointe Drive Suite 302, Oklahoma City, OK 73120 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
2 disclosure categories 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. | Fort Lauderdale | FL | 11/2012 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 11/2012 | Present |
1) DBA: PENNEY WISE WEALTH ADVISORS, INC. - 10900 HEFNER POINTE DRIVE, SUITE 302, OKLAHOMA CITY, OK 73120; DBA USED FOR FIXED INSURANCE, VARIABLE INSURANCE,MEDICARE SUPPLEMENTAL INSURANCE FINANCIAL AND WEALTH PLANNING; DIRECTOR; OVERSEE AND MANAGE DAY TO DAY OPERATIONS, AGGREGATING AND MAINTAINING CLIENT ACCOUNTS; 100% OF TIME SPENT. 2) PRINCIPAL FINANCIAL GROUP - DES MOINES, IA 50392, FIXED INSURANCE TRAILS ONLY, NO NEW BUSINESS, 0% OF TIME SPENT. 3) ART- 4104 RAMSEY ROAD, OK; NON-INVESTMENT RELATED; TAKING ANIMALS SKULLS AND BEADING THEM; ARTIST; 10% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-16 |
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