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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-11 |
Branch Locations
300 Bilmar Dr Suite 200, Pittsburg, PA 15202 • 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 |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 08/2016 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 04/2017 | Present |
| Gateway Strategies, Inc | Pittsburgh | PA | 06/2016 | Present |
1) GATEWAY STRATEGIES INC, NON INVESTMENT-RELATED, 300 BILMAR DR PITTSBURGH PA 15205, MARKETING ORGANIZATION, OWNER, STARTED 2012, 40 HOURS PER MONTH, 15 HOURS PER MONTH DURING TRADING HOURS,INSURANCE AGENT SELLING HEALTH, LTC, DI, MEDICAL & LIFE INSURANCE; 2) Senior Insurance Consultants LLC; Title: Partner; Healthcare; Start Date: 5.25.17; 3) Blackridge Asset Management; IAR 4) DBA - Gateway Strategies; Investment-Related; Pittsburgh, PA; Outside Business Activity: Gateway Wealth Strategies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-21 |
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