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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 | 2025-01-01 |
Branch Locations
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 | 06/2006 | 06/2024 |
| Schiller Consulting | Pasadena | CA | 08/2001 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2024 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 06/2024 | Present |
Business Activity: Nonprofit Board Member; Business Entity: Bluer Sky Advocates; Address: Pasadena, CA; Duties of Position: Fundraising, recruit board, banking; Title: Treasurer; Start Date: 04/19; Approx. # of hours per month spent on activity: 10; Approx. # of hours spent during trading hours: 0 Business Activity: Nonprofit Board Member; Business Entity: Domino Center of Los Angeles; Pasadena, CA; Duties of Position: Raise funds, recruit board; Title: Treasurer; Start Date: 05/21; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent on activity during trading hours: 0 Business Activity: Owner of LLC; Business Entity: Look For Me Partners; Address: Pasadena, CA; Duties of Position: Producer of musical theater project; Title: Principal; Start Date: 03/2020; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent on activity during trading hours: 0 Business Activity: Volunteer Advocate; Business Entity: Pasadena Complete Streets Coalition; Address: Pasadena, CA; Duties of Position: Writing; speaking, meetings, financial; Title: Treasurer; Start Date: 09/2021; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent on activity during trading hours: 0 Business Activity: Insurance Agent; Business Entity: RBC Insurance; Address: Burbank, CA; Duties of Position: sell life insurance and annuities; Title: Agent; Start Date: 07/2006; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent on activity during trading hours: 15 Business Activity: Nonprofit Board Member; Business Entity: Speakers Assn. For Ind. & Financial Edu. (SAIFE); Address: Burbank, CA; Duties of Position: Secretary and speaker; Title: Secretary; Approx. # of hours per month spent on activity: 0; Approx. # of hours spent on activity during trading hours: 0 Business Activity: Consultant for Nonprofit Organization; Business Entity: Schiller Consulting; Address: Pasadena, CA; Duties of Position: Advise nonprofits and individuals re fundraising & paperwork; Title: Principal; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Business Activity: Partner in LLC; Business Entity: The Helpful App Company; Address: Pasadena, CA; Duties of Position: Design mobile app, raise funds; Title: Partner; Start Date: 07/21; Approx. # of hours per month spent on activity: 12; Approx. # of hours spent during trading hours: 0 Business Activity: Financial Advisor; Business Entity: Blackridge Asset Management; Address: Burbank, CA; Duties of Position: Analysis, provide financial advice; Title: Financial advisor; Start Date: 06/2024; Approx. # of hours per month spent on activity: 8; Approx. # of hours spent during trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-28 |
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