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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-03-08 |
Branch Locations
5784 Lake Forrest Drive Suite 224, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2006 | 03/2021 |
| Ohio National Financial Services | Cincinnati | OH | 07/2003 | 03/2021 |
| Peak Brokerage Services, Llc | Jupiter | FL | 03/2021 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 03/2021 | Present |
1). KELLY BOWLING INSURANCE; NON INVESTMENT RELATED; ATLANTA, GA 30328; LIFE INSURANCE, HEALTH, FIXED ANNUITY SALES AND SERVICE and medicare insurance ; AGENT; 06/01/1998-CURRENT; 160 TO 200 HOURS/MONTH; 20 TO 120 DURING SECURITIES TRADING HOURS/MONTH; MARKETING, SALES AND SERVICE OF FIXED INSURANCE, HEALTH INSURANCE AND FIXED ANNUTIES. 2) Blackridge Asset Management, LLC; IAR; Start Date: 03/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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