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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-07 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Rochester Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 03/2008 | 12/2016 |
| Vanderbilt Securities, Llc | Woodbury | NY | 12/2016 | 07/2023 |
| Vanderbilt Advisory Services | Woodbury | NY | 01/2017 | 07/2023 |
| Peak Brokerage Services, Llc | Jupiter | FL | 07/2023 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 07/2023 | Present |
1) Business Activity: Insurance Agent, Life, Health, Fixed, LTC; Business Entity: Thomas Meissner; Address; Rochester Hill, MI; Duties of Position: Sales; Start Date: 07/2023; Approx. # of hours per month spent on activity: 5 -10; Approx. # of hours spent during trading hours: 5-10 2) Business Activity: Promoter; Business Entity: LVZ Advisors; Address: Holland, MI; Duties of Position: Investments; Title: Promoter; Start Date: 07/2010; Approx. # of hours per month spent on activity: 100; Approx. # of hours spent during trading hours: 100 3) Business Activity: Referee; Business Entity: Thomas Meissner; Address: Rochester Hill, MI; Title: Referee; Title: Official; Start Date: 08/2016; Approx. # of hours per month spent on activity: 80; Approx. # of hours spent during trading hours: 0 4) Business Activity: RIA; Business Entity: Blackridge Asset Management; Address: Jupiter, FL; Duties of Position: Promoter; Start Date: 07/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-27 |
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