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Kavian Burke

B. Riley Wealth Advisors, Inc.

Poughkeepsie, Ny, Usa, 12603, NY

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Current Employers
B. Riley Wealth Advisors, Inc.

40 S. Main St. Suite 1600, Memphis, TN 38103 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-28
  • NY RA
    APPROVED
    Since 2024-08-28

Branch Locations

11 Raymond Ave, Poughkeepsie, Ny, Usa, 12603, NY 12603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hudson Valley Credit Union Lagrangeville NY 01/2013 08/2024
Lpl Financial, Llc Lagrangeville NY 12/2016 08/2024
B. Riley Wealth Advisors Memphis TN 08/2024 Present
B. Riley Wealth Management Memphis TN 08/2024 Present
  • 01/2013 → 08/2024
    Hudson Valley Credit Union
    Lagrangeville, NY
  • 12/2016 → 08/2024
    Lpl Financial, Llc
    Lagrangeville, NY
  • 08/2024 → Present
    B. Riley Wealth Advisors
    Memphis, TN
  • 08/2024 → Present
    B. Riley Wealth Management
    Memphis, TN
Previous Registrations
  • 2021-08-03 → 2024-08-29
    Lpl Financial Llc
    Wappingers Falls, NY
    Wappingers Falls, NY
    Lagrangeville, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-04-20
  • S63 Uniform Securities Agent State Law Examination
    2017-04-20

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MARSHALL + STERLING WEALTH ADVISORS, INC.

Other Investors

IRENE THERESA MONCK
KYLE MICHAEL ODELL
Gerardo Flores
ERIC BOJARCZUK
JOHN PAUL MOLLICA
JOSHUA WILLIAM STRATTON
MATTHEW ROY MEDDAUGH
KERRY MARIE PHELAN

Other Offices

B. RILEY WEALTH ADVISORS, INC. · POUGHKEEPSIE, NY
LPL FINANCIAL LLC · POUGHKEEPSIE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Poughkeepsie, NY
D'ARCANGELO FINANCIAL ADVISORS, LLC · POUGHKEEPSIE, NY
TIMM FINANCIAL SERVICES · POUGHKEEPSIE, NY
COMMONWEALTH FINANCIAL NETWORK · POUGHKEEPSIE, NY
LPL FINANCIAL LLC · POUGHKEEPSIE, NY
PFS INVESTMENTS INC. · POUGHKEEPSIE, NY

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