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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-06-08 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Mt. Laurel, NJ • 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 Finanical Group Inc | Maple Shade | NJ | 09/2011 | 05/2017 |
| Peak Brokerages Services, Llc | Palm Beach Gardens | FL | 05/2017 | Present |
| Blackridge Asset Management Llc | Jupiter | FL | 05/2017 | Present |
1) Business Activity: Merchant Services Consultant; Business Entity: Tanker Consulting Services; Address: NJ; Duties of Position: Review/analyze merchant services statements; Title: Owner; Start Date: 2006; Approx. # of hours per months spent on activity: 10-12; Approx. # of hours spent during trading hours: 2 2) TANKER CONSULTING GROUP LLC POSITION: insurance agent NATURE: insurance-Insurance (PROVIDE PRODUCT LINES- Fixed Annuities; Life/Health; Long-Term Care; plus disability ins INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 11/30/1980 ADDRESS: Maple Shade, NJ DESCRIPTION: sell insurance 3) TANKER CONSULTING GROUP POSITION: investment advisor representative NATURE: pension plan consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 04/10/1979 ADDRESS: Maple Shade, NJ DESCRIPTION: work mostly with 401k plans. consult, communicate and be a liaison for client
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-31 |
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