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2425 Grand Ave, Baldwin, NY 11510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Allstate Insurance Company | Virginia Beach | VA | 10/2015 | Present |
| First Rate Insurance Management Corp. | Virginia Beach | VA | 10/2015 | Present |
| Shaffer Realty Referral, Llc | Chesapeake | VA | 12/2015 | Present |
| First Rate Real Estate Llc & Associates | Portsmouth | VA | 01/2017 | Present |
| Integrity Development Llc | Portsmouth | VA | 08/2018 | 11/2019 |
| Supreme Assets Incorporated | Virginia Beach | VA | 04/2018 | Present |
| First Rate Trucking Llc | Portsmouth | VA | 04/2019 | Present |
| Keyuniversal Inc. | Portsmouth | VA | 11/2019 | Present |
First Rate Real Estate LLC & Associates: 1025 Naval Ave Unit B Portsmouth, VA 23704. Not Investment related. Partner. Locate under valued land property and increase the value by renovating/building the property or land. 10% time devoted. 10 hrs per month. 0 hrs during trading. Started: 01/01/2017. ------------------------------------------------------------------------------------------------------------------------- Shaffer Realty Referral, LLC: 500 Baylor Ct Ste B, Chesapeake, VA 23320. Real Estate Sales/Referral. Referring customers to our office and receiving a commission if the customer I referred buys or sells property. 0% time devoted. 0 hrs per month. hrs per month during trading. Started: 01/01/2017.----------------------------------------------------------------------------------------------------------------------------- INTEGRITY DEVELOPMENT LLC POSITION: Partner NATURE: Buying property to rent out for positive cash flow and appreciation, buying property to renovate and sell for a profit, buying landto build homes on to sell for a profit, buying land to subdivide and sell for a profit, andbuying land to develop for a profit. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2018 ADDRESS: 1025 Naval avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: I am responsible for locating land andproperty, coordinating the renovation of the property/subdividing land. I willdecide if the property will be purchased, renovated, and if the property will be rented out or sold. I am responsible for collecting the profit from the sale of the property and the rent roll.----------------------------------------------------------------------------------------------------------- SUPREME ASSETS INCORPORATED POSITION: Corporate officer/partner NATURE: Sweet Frog frozen yogurt shop INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2018 ADDRESS: 3545 Buckner Blvd, Suite 104 B, Virginia Beach VA 23453, United States DESCRIPTION: Hire/fire employees, purchase goods for the shop, make employees schedule, overall management of the shop.------------------------------------------------------------------------------------------------------------------------------------------------------------------ FIRST RATE TRUCKING LLC POSITION: President NATURE: My company will be compensated by our leasing company for picking up and delivering freight. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/12/2019 ADDRESS: 1025 Naval Avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: Ensure the vehicles are well maintained andensure all of the businessexpenses and payroll are taken care of. KEYUNIVERSAL INC. POSITION: Vice President NATURE: My business is a federal contractorto the US government. We provide goods and services to the Federal, State, and Local government. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2019 ADDRESS: 1025 Naval avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: As the owner of the company my duties are to ensure the accounting is kept and manage any project/contract we receive.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
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