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Advisor at KOVACK ADVISORS, INC.
FT. LAUDERDALE, FL | Pompano Beach, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KOVACK ADVISORS, INC. | Bd affiliated wealth | Dec 26, 2024 | n/a | yes | Pompano Beach, FL|FT. LAUDERDALE, FL | Current employment |
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | Independent wealth | Jul 17, 2017 | Dec 19, 2024 | no | BOCA RATON, FL | Previous registration |
| PROFESSIONAL PLANNING SERVICES | Former SEC adviser | Sep 13, 2012 | Jul 13, 2017 | no | HOLBROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | KOVACK ADVISORS, INC. | Dec 19, 2024 | Dec 26, 2024 | 7 | Firm change | RIA to ibd |
| PROFESSIONAL PLANNING SERVICES | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | Jul 13, 2017 | Jul 17, 2017 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152702:287966:NY:2017-07-13 | Jul 13, 2017 | Jul 17, 2017 | HOLBROOK, NY | Firm change |