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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2024-03-18 |
Branch Locations
10 N. Jefferson St. Suite 406, Frederick, MD 21701 • United States
Phoenix, AZ • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Summit Brokerage Services, Inc. | Frederick | MD | 02/2006 | 09/2019 |
| Summit Financial Group Inc | Frederick | MD | 02/2006 | 05/2021 |
| Cetera Advisor Networks Llc | Frederick | MD | 09/2019 | 05/2021 |
| Sapphire Blue Investment Partners | Frederick | MD | 02/2022 | 04/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2021 | Present |
| Sapphire Blue Investment Partners | Frederick | MD | 06/2021 | 12/2021 |
| Jackson Paulishak, Sole Proprietor Dba Liberator Wealth Mgmt | Frederick | MD | 02/2006 | Present |
| Empirikal Partners Llc | Phoenix | AZ | 01/2024 | Present |
(1) Jackson Paulishak, Sole Proprietor dba Liberator Wealth Management, LLC; Yes; Frederick, MD; Advisory business; President/ Insurance Agent; 02/2006; 80/MO; 40/MO (2) Purshe Kaplan Sterling Investments; Yes; Frederick, MD; Broker-dealer; Registered Representative; 05/2021; 40/MO; 30/MO (3) Outside RIA Firm. 03/2024. Empirikal Investment Partners, 1612 West Molly Ln. Phoenix, AZ 85085. This is the outside RIA firm that I run my advisory through. empirikalpartnersliberatorwealth.com. Liberator Wealth is my DBA name, my responsibilities are investment advisors services. Hours per week expected to devote to this activity: 40 hrs. during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-20 |
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