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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-05-01 |
Branch Locations
7350 Heritage Village Plaza #102, Gainesville, VA 20155 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
2 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 02/2014 | 04/2018 |
| Asset Planning Strategies | Gainesville | VA | 10/2009 | Present |
| Toler Management, Llc | Gainsville | VA | 10/2012 | Present |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 04/2018 | 02/2019 |
| Blackridge Asset Management | Williamsville | NY | 04/2018 | Present |
1) ASquared, LLC; Owner; Start Date: 8/14; Approx Hours Spent On Activity Per Month: 12; Approx Hours Spent On Activity Per Month During Trading Hours: .5 2) Mosquito Tek/ Eco Tek; Mosquito/ Pest Control; Owner; Start Date: 1/18; Approx Hours Spent On Activity Per Month: 12; Approx Hours Spent On Activity Per Month During Trading Hours: 1 3) ABT, LLC; Real Estate Investments; Owner; Start Date: 8/14; Approx Hours Spent On Activity Per Month; Approx Hours Spent On Activity Per Month During Trading Hours: .5 4) D2 Management, LLC; Real Estate Investments; Owner; Start Date: 8/02; Approx Hours Spent On Activity Per Month: 12; Approximate Hours Spent On Activity Per Month During Trading Hours: .5 5) Asset Planning Strategies; Insurance/ Investments; President; Start Date: 10/09; Approx Hours Spent On Activity Per Month: 200; Approx Hours Spent On Activity Per Month During Trading Hours: 8 6) Toler Management, LLC; Real Estate Investments; Owner; Start Date: 8/14; Approx Hours Spent On Activity Per Month: 12; Approx Hours Spent On Activity Per Month During Trading Hours: .5 7) Real Estate; Lake Anna Gateway, LLC; Springfield, VA; 10/2024; Real estate; Owner; Real Estate Management/Development; how many hours do you engage in this activity during normal trading hours per month: 10; how many hours do you engage in this activity outside of normal trading hours: 30
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-10 |
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