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1700 Woodlands Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-09-27 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-05-30 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2015 | Present |
| Retirement Guys Formula Llc | Maumee | OH | 08/2013 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 05/2017 | Present |
1) THE CLAIR ESTATE PLANNING LAW FIRM; SOLE PROP; ESTATE PLANNING; ATTORNEY; OWNERSHIP; 100% TIME SPENT: 40%; TERM: INDEFINITE 2) MARK D. CLAIR DBA; SOLE PROP; 100% OWNERSHIP; OWNER , AGENT INSURANCE LIFE/HEALTH; INDEFINTE TERM 3) Bull Moose Retirement Planning CO. Insurance and Retirement Planning. Co-Owner. Approximate Hours spent on activity per month: 100 4) Blackridge Asset Management; Investment Advisor Representative; Start Date: 5/2017; Approximate Hours Spent On Activity Per Month: 40; Approximate Hours Spent On Activity Per Month During Trading Hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-15 |
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