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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
15500 Roosevelt Blvd. Suite 102, Clearwater, FL 33760 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twistee Treat | Orlando | FL | 07/2017 | 04/2018 |
| Flippers Pizzeria | Windermere | FL | 04/2018 | 06/2018 |
| 717 Parking | Tampa | FL | 02/2020 | 01/2023 |
| Unemployed | Tampa | FL | 08/2018 | 02/2020 |
| Greenbridge Wealth Management | Clearwater | FL | 01/2023 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 02/2024 | Present |
| Unemployed | Tampa | FL | 07/2012 | 07/2017 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 09/2024 | Present |
(1) Homes 4 U LLC - not investment related - 2070 Sheridan Rd, Mt Dora, FL 32757 - real estate investment and management company - owner - start date Jun 25, 2014 - 1 hour/month - 0 hours/month during trading hours- part owner with no involvement in day-to-day operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-29 |
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