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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-26 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
15961 Mcgregor Blvd Suite 2, Fort Myers, FL 33908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Abels Massie, Cpa Pa | Fort Myers | FL | 07/1997 | Present |
| Guardian Life Insurance Company | Fort Myers | FL | 11/1998 | 04/2019 |
| Park Avenue Securities | Fort Myers | FL | 05/2004 | 04/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 05/2019 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 05/2019 | Present |
1. Business Entity: Charles Abels Massie, CPA, PA; Business Activity: Accounting; Address: Ft Myers, FL; Duties of Position: Tax Prep; Title: President; Start Date: 11/1989; Approx. # of hours per month spent on activity: 0; Approx. # of hours spent during trading hours: 0 2. Blackridge Asset Management, LLC; IAR; Start Date: 5.1.19; Fort Myers, FL 33908 3. Business Entity: Massie & Associates Financial Planning Group; Business Activity: Insurance and Financial Planning; Duties of Position: Sales and Consulting; Title: President: Start Date: 08.01.2021; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
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