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Jupiter, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-16 |
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 |
|---|---|---|---|---|
| Unemployed | Jupiter | FL | 05/2016 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 11/2016 | 04/2018 |
| Lincoln Investment | Fort Washington | PA | 03/2018 | 03/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2019 | 12/2019 |
| Rpa | Palm Beach Gardens | FL | 03/2019 | 12/2019 |
| Usrp | Palm Beach Gardens | FL | 03/2019 | 12/2019 |
| National Securities Corp | Jupiter | FL | 08/2019 | 12/2019 |
| National Asse Mangement | Jupiter | FL | 08/2019 | 12/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 01/2020 | 07/2021 |
| Blackridge Asset Management, Llc | Palm Beach Gardens | FL | 01/2020 | 07/2021 |
| Hbks Wealth Advisors | Stuart | FL | 07/2021 | 01/2022 |
| Hbk Sorce Insurance Llc | Stuart | FL | 07/2021 | 01/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | 01/2022 |
| Atlantic Wealth Partners, Llc | Jupiter | FL | 03/2022 | 11/2022 |
| The Financial Guys | Jupiter | FL | 01/2020 | 07/2021 |
| Forte Capital Group | Jupiter | FL | 09/2019 | 12/2019 |
| Bluewater Asset Management | Jupiter | FL | 12/2023 | Present |
| Independent Insurance Agent | Jupiter | FL | 12/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-05 |
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