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RIA / WealthAdvisor28 years in industry

ANDREW BRUEN GREEP

Advisor at KOVACK ADVISORS, INC.

FT. LAUDERDALE, FL | Oakland Park, FL

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Search this name across graphsid dfx:ria:e8efb74f-689a-3e49-656a-b3a611a334fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2000 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: Dec 5, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 5, 1997
First registration: Oct 17, 2000
Dual registered: no
IAPD individual key: 2955116

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	Oct 8, 2015	n/a	yes	FT. LAUDERDALE, FL\|Oakland Park, FL	Current employment
RONALD BLUE & CO., LLC	Former SEC adviser	Oct 21, 2011	Oct 14, 2015	no	FORT LAUDERDALE, FL\|ORLANDO, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 27, 2010	no	FT. LAUDERDALE, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 2, 2008	Jun 1, 2009	no	FT. LAUDERDALE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 22, 2004	May 6, 2008	no	CORAL SPRINGS, FL\|FORT LAUDERDALE, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 17, 2000	Sep 23, 2004	no	FORT LAUDERDALE, 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
RONALD BLUE & CO., LLC	KOVACK ADVISORS, INC.	Oct 14, 2015	Oct 8, 2015	-6	Firm change	Other
MORGAN STANLEY	RONALD BLUE & CO., LLC	Oct 27, 2010	Oct 21, 2011	359	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	May 6, 2008	May 2, 2008	-4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 23, 2004	Sep 22, 2004	-1	Firm change	Other

Relationships

Registered with (6)

→ KOVACK ADVISORS, INC.Registered adviserregistration: current employment
Oct 8, 2015 to presentfactForm ADV
→ RONALD BLUE & CO., LLCRegistered adviserregistration: previous registration
Oct 21, 2011 to Oct 14, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 27, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 2, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 22, 2004 to May 6, 2008factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 17, 2000 to Sep 23, 2004factForm ADV

Dated events

No dated event names this entity yet.