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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-28 |
Branch Locations
Palm Beach Gardens, FL • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Palm Beach Gardens | FL | 04/2016 | 04/2020 |
| Independent Financial Partners | Palm Beach Gardens | FL | 07/2016 | 04/2020 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 04/2020 | 06/2020 |
| Unemployed | Riviera Beach | FL | 07/2020 | 09/2020 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 10/2020 | 09/2021 |
| Unemployed | Palm Beach Gardens | FL | 09/2021 | 01/2022 |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2022 | Present |
| Blackridge Asset Management | Jupiter | FL | 01/2022 | Present |
| Betonu, Inc | Palm Beach Gardens | FL | 09/2021 | Present |
1) Business Activity: Insurance Agent; Business Entity: Charles Wilner; Duties of the position: sell and support insurance policies; Title: agent; Start Date: 01/2022; Approx. # of hours per month spent on activity: 50; Approx. # of hours spent during trading hours:0 2) Business Activity: Advice and Education; Business Entity: BetOnU. Inc; Address: Palm Beach Gardens, FL; Duties of position: Teaching individuals; Title: President; Start Date:07/2021; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent during trading hours: 0 3) Business Activity: RIA; Business Entity: Blackridge Asset Management; Address: Jupiter, FL; Duties of position: Asset Management; Title: IAR; Start Date:01/2022; Approx. # of hours per month spent on activity: 140; Approx. # of hours spent on activity during trading hours: 6.5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-02 |
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-03 |
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