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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-08-02 |
Branch Locations
111 Westport Plaza Suite 102, St. Louis, MO 63146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 07/2016 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 08/2016 | Present |
1) Retirement Solutions, LLC; Position: Owner Nature: Estate & Insurance Planning- Life Insurance Investment Related: No Number of Hours: 20 Securities Trading Hours: 20 Start Date: 07/05/2005; Address: St. Louis Mo; Description: Providing and executing insurance solutions to benefit client needs and objectives 2) Christian Hospital BJC; Position: Director Nature: Charity/Non-Profit Organization Investment Related: No Number of Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2011; Address: St. Louis, MO; Description: Consult with executive management & finance committee 3) Saint Louis Crisis Nursery; Position: Advisory Board Member Nature: Charity/Non-Profit Organization Investment Related: No; Number of Hours: 1 Securities Trading Hours: 0 Start Date: 09/01/2008; Address: St. Louis, MO; Description: Guide, consult and advocate for the Organization's benefits and its strategic objectives. 4) USO, Inc; Position: Advisory Board Member Nature: Charity/Non-Profit Organization Investment Related: No Number of Hours: 10 Securities Trading Hours: 0 Start Date: 03/01/2010; Address: St. Louis, MO; Description: Advise and consult the paid staff. 5) Malone Integration Group, LLC DBA M.I.G.; Position: Owner/Investment Adviser Representative Nature: Doing Business As (DBA): Malone Integration Group, LLC(M.I.G.) Investment Related: Yes, Number of Hours: 40 Securities Trading Hours: 20 Start Date: 12/28/2015; Address: St. Louis, MO; Description: Provide financial consulting to tax professionals, including CPAs, tax attorneys, and other financial centers of influence. 6) Malone Integration Group, LLC; Position: President Nature: Insurance - Fixed Annuities; Life/Health; Long-Term Care Investment Related: No Number of Hours: 40 Securities Trading Hours: 0 Start Date: 01/01/2016; Address: St. Louis, MO; Description: Offer insurance consulting to CPAs, tax attorneys, and other centers of influence. Collaborate with fellow professionals to implement insurance strategies for clients. 7)USO Foundation; Position: Foundation Board Member Nature: Charity/Non-Profit Organization Investment Related; 10 Hours during trading hours a month; Duties is to Advise and consult the paid staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-15 |
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