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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-08 |
| IL | RA | APPROVED | 2018-03-13 |
Branch Locations
10 North Martingale Rd Suite 400, Schaumburg, IL 60173 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
7150 Camelback Rd Suite 444, Scottsdale, AZ 85251 • United States
146 Fairchild Street Ste 134, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Schaumburg | IL | 03/2015 | 02/2018 |
| Alchemy Advisors, Llc | Mount Pleasant | SC | 03/2015 | 02/2018 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 02/2018 | Present |
| Geiger Investments | Mount Pleasant | SC | 06/2015 | Present |
| Retirement Wealth Advisors | Mount Pleasant | SC | 03/2018 | 03/2018 |
| Blackridge Asset Management | Williamsville | NY | 03/2018 | Present |
| The Retirement Guys Formula | Maumee | OH | 02/2019 | Present |
1) Geiger Investments; investment related, 1156 Bowman Rd. Suite 200 Mount Pleasant SC 29464, Insurance and IA DBA; Owner; 80 Hours Per Month Spent On Activity; 80 hours/ month during trading hours. I will be selling fixed and variable annuities; it is also DBA for brokerage services, insurance, and IA business 2) Peak Brokerage Services, investment related, 1156 Bowman Rd. Suite 200 Mount Pleasant SC 29464, brokerage services, 100 hours/ month, 100 hours/ month during trading; I will be selling commission based investments. 3) Blackridge Asset Management; IAR; Start Date: 3.12.18;Approximate Number Of Hours Spent On Activity Per Month: 50; Approximate Number Of Hours Spent On Activity During Trading Hours: 50
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-07 |
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