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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-03-21 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
51863 Schoenerr Road Suite 101, Shelby Township, MI 48315 • United States
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 |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 02/2008 | 03/2017 |
| Peak Brokerage Services, Llc | Jupiter | FL | 03/2017 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 03/2017 | Present |
1) FAITH INVESTMENT SERVICES LLC POSITION: Owner NATURE: Fixed Annuities, Fixed Life Insurance, Health/Disability Insurance, Long-Term Care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2008 ADDRESS: 51863 Schoenherr Road Suite 101 Shelby Township, MI 48315 DESCRIPTION: Fixed Insurance sales 2) HOPE HOLDINGS LLC POSITION: Owner NATURE: LLC we use to run the office, pay bills and employ staff. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/19/2002 ADDRESS: 51863 Schoenherr Road Suite 101 Shelby Township, MI 48315 DESCRIPTION: 60% partner in business - attend LLC meetings. 3) FAITH INVESTMENT SERVICES, LLC POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 03/01/2008 ADDRESS: 51863 Schoenherr Road Suite 101 Shelby Township, MI 48315 DESCRIPTION: Conduct Securities and Fixed Insurance business under this DBA 4) Faith Hope Properties; Real Estate; Partner; Start Date: 2/6/2020; Approximate # of Hours Spent On Activity Per Month: 4; Approximate X of Hours Spent On Activity Per Month During Trading Hours: 0 5) Business Activity: Insurance Agent; Business Entity: AE Medicare Partnership Program; Duties of Position: Referring clients for Medicare quotes; Title: Rep; Start Date: 08/15/2023; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-29 |
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