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DK

Donald L. Keith

COVA CAPITAL PARTNERS
Syosset, NY 11791
Some features on this profile are disabled
CRD#: 1235137
DK

Professional summary

Donald Lorne Keith JR is a registered financial professional currently at COVA CAPITAL PARTNERS LLC located in Syosset, New York.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1984. Donald has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Donald Lorne Keith JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 26, 2026 - Present

COVA CAPITAL PARTNERS LLC

Office #1: 6851 Jericho Tpke Suite 205, Syosset, NY 11791
BD
CRD#: 109761
Syosset, NY
Past

March 4, 2024 - May 15, 2024

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
Boston, MA
Past

August 18, 2020 - February 1, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Boston, MA
Past

August 4, 2020 - February 1, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Boston, MA
Past

February 6, 2017 - August 7, 2020

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BOSTON, MA
Past

January 3, 2003 - August 7, 2020

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOSTON, MA
Past

August 14, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 1, 2000 - August 23, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

September 20, 1993 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

July 8, 1986 - August 30, 1993

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

September 30, 1985 - July 28, 1986

ADVEST, INC.

BD
CRD#: 10
Past

March 12, 1985 - September 30, 1985

BURGESS & LEITH INCORPORATED

BD
CRD#: 114
Past

October 10, 1984 - January 3, 1985

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Past

February 24, 1984 - October 15, 1984

PENNSYLVANIA SECURITIES COMPANY

BD
CRD#: 7667

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/29/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1984
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COVA CAPITAL PARTNERS LLC
ALERE FINANCIAL | GREGORY O'CONNOR AND ASSOCIATES, LLC | COVA CAPITAL PARTNERS LLC | BANNOCKBURN PARTNERS, LLC | APEX MILLENNIUM GROUP, LLC

CRD#: 109761 / SEC#: , 8-53105

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
PREMIUM
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Contact information

Main Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Mailing Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Phone number
(917) 398-3033
Established
New York since 06/15/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 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#
AVCO CAPITAL CORP.OWNER
GIBSTEIN, EDWARD TAYLORCHIEF EXECUTIVE OFFICER ("CEO"), HEAD OF INVESTMENT BANKING1197295
STOUBER, RANDYFINOP1104531
WALKER, PATRICK THOMASCCO2107798

Disclosures

Regulatory Event2

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

COVA CAPITAL PARTNERS LLC

CRD#: 109761Syosset, NY 11791

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