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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-07-29 |
Branch Locations
Pacific Palisades, CA • 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 |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Orinda | CA | 12/2005 | 10/2020 |
| Clearbridge Investments Llc | New York | NY | 12/2005 | 10/2020 |
| Legg Mason & Co Llc | Pacific Palisades | CA | 12/2005 | 10/2020 |
| Cheviot Value Management | Beverly Hills | CA | 03/2024 | 07/2025 |
| Financially Empowered, Llc | Pacific Palisades | CA | 10/2020 | Present |
| Peak Brokerage Services | Jupiter | FL | 07/2025 | Present |
| Blackridge Asset Management | Jupiter | FL | 07/2025 | Present |
(1)FINANCIALLY EMPOWERED; VALLEY VILLAGE, CA; NOVEMBER 2020; TRAINING & CONSULTING BUSINESS; CO-FOUNDER 80 HOURS A MONTH; 40 HOURS DEVOTED DURING NORMAL SECURITIES TRADING HOURS. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-18 |
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