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8600 Main Street, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Jupiter | FL | 05/2016 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 05/2016 | Present |
| Countryside Financial Llc | Williamsville | NY | 07/2025 | Present |
1.) Insurance (Life) Licensed Agent. 12 hours per month spent on activity. 12 hours per month spent during trading hours. 2.) Business entity: Countryside Financial; Business Activity: DBA; Address: Williamsville, NY; Duties of position: Owner; Start Date: 05/2016; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours 3) Business Entity: Countryside Financial; Business Activity: RIA; Address: Williamsville, NY; Duties of position: Owner; Title: Owner; Start Date: 06/2025; Number of hours during normal trading hours per month: 160; Number of hours outside of trading hours per month: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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