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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 | 2017-03-21 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
51863 Schoenherr Road Suite 101, Shelby Township, MI 48315 • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Shelby Township | MI | 02/2008 | 03/2017 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 03/2017 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 03/2017 | Present |
1) FAITH INVESTMENT SERVICES, LLC POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 03/01/2008 ADDRESS: 51863 Schoenherr Road Suite 101, Shelby Township. MI 48315 DESCRIPTION: Conduct securities business under this DBA 2) HOPE HOLDINGS POSITION: Owner NATURE: Other-company used to run office and pay bills INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/19/2002 ADDRESS: 51863 Schoenherr Road Suite 101, Shelby Township. MI 48315 DESCRIPTION: Office support and management 3) Faith Investment Services, LLC; Insurance Agent for Life/Health, Fixed & Indexed Annuities, LTC; Title: Partner; Address: Shelby TWP, MI; Start Date: 03/2008; Approx. # of hours per month spent on activity: 80; Approx. # of hours spent during trading hours: 80 4) Line Dance Instructor Position: Instructor Hours: 12 hours per month spent on activity. 0 during trading hours. Description: Teaching Line Dancing Start Date: 4.15.17 5) Optavia Healthy Living; Coaching people for weight loss; Coach; Start Date: 04/01/2022; Approximate # of hours spent on activity: 10; Approximate # of hours spent during trading hours: 0 6) Business Entity: Faith Hope Properties; Business Activity: Real Estate: Address: Shelby TWP, MI; Duties of Position: Partner and Paying Bills; Title: Partner; Start Date: 02/2020; Approx. # of hours per month spent on the activity: 6; Approx. # of hours spent during trading hours: 6 7) Business Entity: Trustee for Andree D. Strong Trust; Business Activity: Trustee for family member; Address: Shelby TWP, MI; Title: Trustee; Start Date: 12/22; Position: Administer Trust; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent during trading hours: <1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-15 |
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