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MW

Marypat Wilson

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CRD#: 1080219
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marypat Wilson, who also goes by Mary Pat Wilson, Mary Patricia Wilson, Marypatricia Wilson, was a registered financial professional .

Marypat is a previously registered financial professional and started their career in finance in 1983. Marypat had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Pat Wilson | Mary Patricia Wilson | Marypatricia Wilson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 15, 2014 - October 16, 2014

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

May 3, 2011 - November 6, 2014

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA
CRD#: 143384
RALEIGH, NC
Past

May 3, 2011 - October 15, 2014

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
RALEIGH, NC
Past

March 20, 2008 - April 1, 2011

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
RALEIGH, NC
Past

March 14, 2008 - April 1, 2011

WRP INVESTMENTS, INC.

BD
CRD#: 7365
RALEIGH, NC
Past

June 9, 2003 - March 20, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
WHITE PLAINS, NY
Past

April 10, 2003 - June 16, 2003

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

June 29, 2001 - November 26, 2002

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

January 10, 2001 - November 26, 2002

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

June 28, 1999 - January 11, 2001

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

September 18, 1996 - May 26, 1998

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

August 1, 1994 - September 18, 1996

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

August 24, 1993 - August 1, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

January 10, 1992 - October 25, 1993

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

July 22, 1991 - February 11, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

July 22, 1991 - September 2, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 23, 1991 - July 1, 1991

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

May 20, 1987 - January 10, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 22, 1987 - May 27, 1987

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

May 21, 1984 - February 2, 1987

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
Past

March 23, 1983 - May 7, 1984

BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS

BD
CRD#: 7303

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/23/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KS
KOVACK SECURITIES INC.
KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS

CRD#: 44848 / SEC#: , 8-50847

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Mailing Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Phone number
(954) 782-4771
Established
Florida since 04/22/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KOVACK FINANCIAL, LLC.OWNER
KOVACK, BRIAN JOHNCEO2809477
SHICK, ISABELLE ALLISONFINOP5364794
WOLFE, MELINDA SUECHIEF COMPLIANCE OFFICER/EVP1627593

Disclosures


Regulatory Event5
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KOVACK SECURITIES INC.

CRD#: 44848

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