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Independent Broker-Dealer · Independent channel

Kovack Securities

Independent broker-dealer based in Fort Lauderdale, Florida.

Website
kovack.com
Regulator record
KOVACK SECURITIES INC. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$266.4M
Reported practice assets · 1 of 1 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
0 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
0 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

No recorded arrivals in 2026.

Departures went to

Destination firms, by number of teams

01 1

Arrivals 0

Teams joining Kovack Securities in 2026. Open a team for its source record.

No recorded arrivals in 2026.

Departures 1

Teams leaving Kovack Securities in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Aug 18 Lateral Live Oak Investment PartnersAustin, TX DiversifyRIA $266.4MPer Form ADV Press Release

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.