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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-06 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian J. Dobisch - Self Employed | Willow Grove | PA | 09/1987 | 03/2019 |
| Concourse Financial Group Securities Inc | Southampton | PA | 05/2003 | 09/2024 |
| (Dba) Dobisch Associates | Southampton | PA | 01/1989 | Present |
| Concourse Financial Group Securities Inc | Southampton | PA | 11/2008 | 09/2024 |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2024 | Present |
| Blackridge Asset Management | Jupiter | FL | 09/2024 | Present |
1) Business Activity: Blackridge Asset Management; Address: Southampton, PA; Duties of Position: Investments; Title: Registered Rep; Start Date: 09/2024; Approx. # of hours per month spent on activity: 80; Approx. # of hours spent during trading hours: 80 2) Business Activity: Insurance Agent; Business Entity: Self Employed; Duties of Position: Selling life and health insurance; Title: Insurance Agent; Start Date: 09/1987; Approx. # of hours per month spent on activity: 60; Approx. # of hours spent during trading hours: 60 3) DBA - Dobisch Associates
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
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