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Ridge Capital Advisors, LLC CRD 283756
$4.51M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-13 |
| CA | RA | APPROVED | 2017-11-16 |
| AZ | RA | APPROVED | 2017-01-01 |
Branch Locations
10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • 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 |
|---|---|---|---|---|
| Forward Strategies Insurance Brokerage | Oro Valley | AZ | 02/2003 | Present |
| Ridge Capital Advisors, Llc | Oro Valley | AZ | 11/2016 | Present |
CURRENTLY I AM A Partner and officer with an INSURANCE MARKETING COMPANY, Forward Strategies Insurance Brokerage. THE DUTIES I PERFORM ARE MARKETING LIFE INSURANCE & FIXED ANNUITIES TO AGENTS ACROSS THE COUNTRY. I AM IN THE OFFICE 7:00 - 4:00 MONDAY THROUGH Friday. MY DUTIES ARE NOT INVESTMENT RELATED although insurance overlaps with financial planning. I DO SPEND A GREAT DEAL OF TIME WORKING WITH FIXED and Fixed index ANNUITIES. Forward Strategies Insurance Brokerage, 10371 N. Oracle Rd. Suite 102, Oro Valley AZ 85737.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-28 |
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