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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-08 |
| TX | RA | APPROVED_RES | 2016-08-29 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 11/2015 | Present |
| Blackridge Asset Management,Llc | Williamsville | NY | 11/2015 | Present |
1)Blackridge Asset Management LLC (RIA) 0% Ownership, Investment Advisor Representative - Term Indefinite 2)Send Your Kids To College - Non Profit college planning organization, serve as President. College planning consulting and forms preparation 10% time spent - Term Indefinite 3)Life Insurance and Fixed Annuity Sales - less than 5% time spent- Term Indefinite 4)AK Jefferson Inc - Real estate rental property / landlord. 0% time spent during trading hours - Term Indefinite 5)Jeffrey R. Boron (Sole Proprietor) Real estate rental property / landlord. 0% time spent during trading hours - Term Indefinite 6) DBA Peak Financial Planning; Financial Planning; Approx. # of hours per month 160; 0 hours outside normal trading hours; not compensation received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-31 |
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