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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-05-04 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
2026 Assembly Street Suite 203, Columbia, SC 29201 • 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 |
|---|---|---|---|---|
| Summit Financial Services | Columbia | SC | 11/2010 | 04/2018 |
| Summit Financial Group | Columbia | SC | 11/2010 | 04/2018 |
| Blackridge Asset Management | Jupiter | FL | 05/2018 | Present |
| Peak Brokerage Services | Jupiter | FL | 05/2018 | Present |
1) Business Entity: Omar Shalabi; Business Activity: Insurance life, accident, health, LTC; Duties of position: selling insurance; Title: Agent; Address: Columbia, SC Start Date: 04/2018; Approx. # of hours per month spent on activity: 4; Approx. # of hours spent during trading hours: 2 2) Business Entity: Blackridge Asset Management; Business Activity: Advisory; Duties of Position: Advisory; Title: Investment Advisor; Address: Columbia, SC; Start Date: 04/2018; Approx. # of hours per month spent on activity: 30; Approx. # of hours spent during trading hours: 30 3) DBA - Premier Retirement Strategies - Registered Rep Activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-30 |
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