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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-03 |
Branch Locations
303 N. Glenoak Blvd Suite 200, Burbank, CA 91502 • United States
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 |
|---|---|---|---|---|
| Gold Coast Securities, Inc. | Burbank | CA | 11/2004 | 06/2024 |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2024 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 06/2024 | Present |
1) Business Entity: Blackridge Asset Management; Business Activity: RIA; Address: Jupiter, FL; Duties of Position: Investment Advisor; Title: Investment Advisor; Start Date: 06/2024; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours: 130 2) Business Entity: RBC Insurance Agency; Business Activity: Insurance Agency; Address: Burbank, CA; Duties of Position: Day-to-day operations, agent for life insurance and annuities; Title: President; Approx. # of hours per month spent on activity: 60; Approx. # of hours per month spent during trading hours: 30 3) Business Entity: Retirement Benefits Consulting, LLC; Business Activity; Director of Operations; Address: Burbank, CA; Duties of Position: Day-to-day operations; Title: Executive Director of Operations; Approx. # of hours per month spent on activity: 60; Approx. # of hours per month spent during trading hours: 30 4) DBA - Retirement Benefits Consulting, LLC - Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-20 |
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