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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-13 |
| MI | RA | APPROVED | 2020-09-15 |
Branch Locations
415 South Jackson Street, Jackson, MI 49201 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • 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 |
|---|---|---|---|---|
| Lasalle St Securities Llc | Elmhurst | IL | 07/2016 | 03/2017 |
| Unemployed | Jackson | MI | 03/2017 | 08/2017 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 08/2017 | Present |
| Blackridge Asset Management Llc | Williamsville | NY | 08/2017 | 12/2018 |
| The Retirement Guys Formula | Maumee | OH | 01/2019 | 08/2021 |
| Blackridge Asset Management, Llc | Jupiter | FL | 09/2020 | Present |
1) Name of Business: Snow Wealth Management, LLC; Nature of Business: Wealth Management, Investment Management; Address of Business: 9470 Bradmore Lane #204A Ooltewah TN 37363; Date of affiliation: 02/26/2025; Title/Position: Owner , RICP*; Duties: Daily operations; How many hours do you engage in this activity during normal trading hours per month: 160; How many hours do you engage in this activity outside of normal trading hours per month: 0 2)Insurance Agent, investment related, Start Date: 2003, approximately 15 hours per week 3)Blackridge Asset Management, LLC; IAR; Start Date: 09/2020 Approx Number Of Hours Spent On Activity Per Month: 10; Approx Number of Hours Spent on Activity Per Month During Trading Hours: 10 4) Elite Resource Team Consulting DBA 5) DBA in Michigan Only Snow Retirement Planning, acts as a sublets from CPA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-01 |
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