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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED | 2016-07-13 |
Branch Locations
1355 N Ocean Ave, Medford, NY 11763 • United States
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 |
|---|---|---|---|---|
| Bisys | Garden City | NY | 05/1996 | Present |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 01/2016 | Present |
| Blackridge Asset Management,Llc | Williamsville | NY | 01/2016 | Present |
1) Insurance Agent; Fixed Insurance Sales; Agent; Start Date: 5/26/96; Estimated Annual Income: 15K; Approximate Hours Per Month Spent On Activity: 10; Approximate Hours Per Month Spent On Activity During Trading Hours: 10 2)DIVERSIFIED FINANCIAL SOLUTIONS;DBA;TIME 90%; OWNERSHIP 100%; DIRECTOR; INDEFINITE TERM; 3) Non-Profit Women's Group. POWER. Founder/President. Start Date: 8/2012. 5 hours per month spent on activity. 3 hours per month spent on activity during trading hours. Estimated Income: $0 4) BLACKRIDGE ASSET MANAGEMENT, LLC; IAR; OWNERSHIP: 0%; COMPENSATION: 50% 5) Town Of Brookhaven Women's Advisory Board; Board Member; Committee Member; Attend Meetings & Organize Events; Start Date: 10.1.18; Estimated Annual Income: $0; Approx Hours Spent On Activity Per Month: 2; Approx Hours Spent On Activity Per Month During Trading Hours: 0 6) LI News Radio 103.9; Radio Show; "The Financial Chick" Radio Show Host; Start Date; 8/21/2020; Approx Hours Spent On Activity Per Month: 4; Approx Hours Spent On Activity Per Month During Trading Hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-27 |
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