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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

William Blair Gordon

Advisor at KOVACK ADVISORS, INC.

Clearwater, FL | FT. LAUDERDALE, FL

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Search this name across graphsid dfx:ria:b5bf5ca4-61fb-62c6-738c-c8d5260c8ffc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KOVACK ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 23, 1996
First registration: Feb 15, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2127800

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jul 31, 2019	n/a	yes	Clearwater, FL\|FT. LAUDERDALE, FL	Current employment
CAPITAL FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 22, 2011	Jul 29, 2019	no	CLEARWATER, FL\|Minot, ND\|Tampa, FL	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jun 16, 2004	Nov 15, 2010	no	CLEARWATER, FL\|LYNNFIELD, MA\|GILFORD, NH	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Feb 15, 2001	Jun 14, 2004	no	CLEARWATER, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL FINANCIAL SERVICES, INC.	KOVACK ADVISORS, INC.	Jul 29, 2019	Jul 31, 2019	2	Firm change	RIA to ibd
INVESTORS CAPITAL ADVISORY	CAPITAL FINANCIAL SERVICES, INC.	Nov 15, 2010	Feb 22, 2011	99	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Jun 14, 2004	Jun 16, 2004	2	Firm change	Other

Relationships

Registered with (4)

→ KOVACK ADVISORS, INC.Registered adviserregistration: current employment
Jul 31, 2019 to presentfactForm ADV
→ CAPITAL FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 22, 2011 to Jul 29, 2019factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jun 16, 2004 to Nov 15, 2010factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Feb 15, 2001 to Jun 14, 2004factForm ADV

Dated events

No dated event names this entity yet.