Gary W Lavallee

Current Employers

Employment History

• 06/2015 → 12/2016
  National Planning Corporation
  East Longmeadow, MA
• 01/2017 → 02/2022
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 01/2017 → 02/2022
  Kovack Advisors, Inc
  Fort Lauderdale, FL
• 03/2022 → Present
  Silver Oak Securities, Inc.
  East Longmeadow, MA

Previous Registrations

• 2017-01-04 → 2022-03-22
  Kovack Advisors, Inc.
  East Longmeadow, MA
  Ft. Lauderdale, FL
• 2015-06-19 → 2017-01-03
  National Planning Corporation
  East Longmeadow, MA
  East Longmeadow, MA
  South Windsor, CT
• 2015-05-28 → 2015-06-24
  Osaic Wealth, Inc.
  Farmington, CT
  East Longmeadow, MA
• 2015-03-02 → 2015-06-22
  Mjp Wealth Advisors
  East Long Meadow, MA
  Farmington, CT
  East Long Meadow, MA
• 2013-01-22 → 2015-01-08
  Commonwealth Financial Network
  Waltham, MA
  East Longmeadow, MA
• 2012-02-08 → 2012-04-26
  National Planning Corporation
  South Windsor, CT
  East Longmeadow, MA
• 2011-02-22 → 2011-11-14
  National Planning Corporation
  South Windsor, CT
  Jupiter, FL
  East Longmeadow, MA
• 2008-11-17 → 2009-03-11
  New England Securities
  Palm Beach Gardens, FL
  Boca Raton, FL
• 2007-04-25 → 2008-11-12
  Equitable Advisors, Llc
  Jupiter, FL
  Boca Raton, FL
  Jupiter, FL
• 2004-04-22 → 2007-04-24
  Commonwealth Financial Network
  Jupiter, FL
• 2004-03-09 → 2004-04-02
  Mml Investors Services, Llc
  Boca Raton, FL
• 1995-10-15 → 2004-03-03
  Commonwealth Financial Network
  East Longmeadow, MA

Other Businesses

1) Peak Wealth Advisors,Is Not Investment Related,"211 Pinehurst Dr, , East Longmeadow, MA, 01028, United States",Business Succession Advisory Services,Financial Advisor,3/21/2022,100 hours per month,20 hours per month during trading hours,Fee Based Compensation,Fee Based Advisory Services 2) Gary Lavallee Insurance Services,Is Not Investment Related,"211 Pinehurst Dr, , East Longmeadow, MA, 01028, United States",Fixed Insurance Products and Business Valuation and Exit Planning Services,Broker,3/1/1986,20 hours per month,0 hours per month during trading hours,Other Compensation,"Business Valuation Services, Life, Disability and Fixed Annuity Planning. Business Valuation services are billed hourly. Fixed insurance products are commission based." 3) Sheriffs-Posse,Is Not Investment Related,"211 Pinehurst Dr, , East Longmeadow, MA, 01028, United States",Sub-chapter of 501c(3),Adninistrator,5/1/2025,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Administrator for the Sheriffs-Posse which is a Sub-Chapter of the Jay Caron Community Impact Foundation - a 501c(3) organization. The Sheriff's Posse of Hampden County is a coalition of dedicated business professionals who have come together to support Sheriff Nick Cocchi and his initiatives aimed at assisting programs in the region that provide aid to victims, survivors, and children affected by domestic violence. Please note that the Sheriff's Posse of Hampden County operates as an independent entity under the Jay Caron Community Impact Foundation. Membership and inclusion in Posse social events and fundraisers is by invitation only. All funds are earmarked specifically for anti-domestic violence initiatives-supporting victim services, prevention programs, and community outreach efforts. All donations are payable and flow to the Jay Caron Foundation for distributions deemed appropriate by their board." 4) BullMaverick Investments,Is Investment Related,"211 Pinehurst Dr, , East Longmeadow, MA, 01028, United States",Investment Management,Investment Advisor,5/1/2025,100 hours per month,20 hours per month during trading hours,Fee Based Compensation,Portfolio Investment Manager and Client Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-16
• S63 Uniform Securities Agent State Law Examination
  1986-07-31

Designations

Other Names

• Gary Wayne Lavallee