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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
7613 Rocio Drive Suite 1, Laredo, TX 78041 • 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 |
|---|---|---|---|---|
| Cresta Advisors Llc | Laredo | TX | 06/2017 | 10/2017 |
| University Of Incarnate Word | San Antonio | TX | 08/2015 | 05/2017 |
| Cresta Advisors Llc | Laredo | TX | 10/2017 | 06/2026 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 06/2026 | Present |
1) DBA - FARO WEALTH - 7613 ROCIO DRIVE, SUITE 1, LAREDO, TX 78041; INVESTMENT RELATED; SERVICE AND REVIEW CLIENT ACCOUNTS; FINANCIAL ADVISOR; 100% OF TIME DEVOTED TO THE BUSINESS; 2) LIFE INSURANCE - 7613 ROCIO DRIVE, SUITE 1, LAREDO, TX 78041; INVESTMENT RELATED; LIFE INSURANCE AGENT; 5% OF TIME SPENT. 3) WEBB COUNTY MUNICIPAL UTILITY DISTRICT 1 - LAREDO, TX; NON-INVESTMENT RELATED; MUNICIPAL UTILITY DISTRICT; DIRECTOR; LESS THAN 2% OF TIME SPENT. 4) BOYS & GIRLS CLUB OF LAREDO - 500 MOCTEZUMA ST., LAREDO, TX 78040; NON-INVESTMENT RELATED; START DATE 4.1.25; CHARITABLE; BOARD MEMBER; 2 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 5) LAREDO CHAMBER OF COMMERCE INC. - 5702 MCPHERSON RD., SUITE 8B, LAREDO, TX 78041; NON-INVESTMENT RELATED; CHAIRMAN OF THE COLA BLANCA COMMITTEE; VOLUNTEER AT EVENTS; START DATE 9.1.24; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUINESS DURING SECURITIES TRADING HOURS. 6) RUTH B. COWL REHABILITATION CENTER - 1220 N. MALINCHE AVE., LAREDO, TX 78043; NON-INVESTMENT RELATED; START DATE 2.1.21; CHARITABLE ORGANIZATION; BOARD PRESIDENT; 3 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUINESS DURING SECURITIES TRADING HOURS. 7) WASHINGTON'S BIRTHDAY CELEBRATON ASSOCIATION - LAREDO, TX; NON-INVESTMENT RELATED; START DATE 7.1.18; VOLUNTEER AT EVENT; BOARD MEMBER; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-26 |
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