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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-21 |
Branch Locations
4135 Dr Martin Luther King Jr Drive, Fort Myers, FL 33916 • 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 |
|---|---|---|---|---|
| Ruth Ladas Insurance & Business Services Of Sw Florida, Llc | N Fort Myers | FL | 07/2011 | Present |
| Mutual Of Omaha Insurance Company | Fort Myers | FL | 07/2017 | 01/2020 |
| Mutual Of Omaha Investor Services, Inc. | Fort Myers | FL | 10/2017 | 01/2020 |
| Peak Brokerage Services,Llc | Jupiter | FL | 04/2020 | Present |
| Blackridge Asset Management,Llc | Jupiter | FL | 04/2020 | Present |
| Hamilton Group Funding | Sunrise | FL | 10/2019 | 03/2020 |
1) The Greatest Agent Real Estate Services: Real Estate; Real Estate Broker; Start Date: 1/25; Approx # of Hours Spent On Activity Per Month: 30; Approx # of Hours Spent On Activity Per Month During Trading Hours: 0 2) The Greatest Agent; Insurance; Personal/Commercial/Life Insurance/Annuity; Start Date: 7/11; Approx # of Hours Spent On Activity Per Month: 40; Approx # of Hours Spent On Activity Per Month During Trading Hours: 0 3) The Greatest Agent Tax Services; Tap Prep; Preparer (Basic); Start Date: 3/17; Approx # of Hours Spent On Activity Per Month: 0; Approx # of Hours Spent On Activity Per Month During Trading Hours: 0 4) Universal Distribution, LLC; Owner; Rental Properties; Rental Income; Approx # of Hours Spent On Activity Per Month: 0; Approx # of Hours Spent On Activity Per Month During Trading Hours: 0 5) Notary; Notarize Documents; Start Date: 2004; Approx # of Hours Spent On Activity Per Month: 0; Approx # of Hours Spent On Activity Per Month During Trading Hours: 0 6) Blackridge Asset Management, LLC; IAR; Start Date: 04/20 7) The Greatest Agent Financial Services; DBA; Securities/Advisory/Insurance; Start Date: 04/20 8) Business Entity: The Greatest Agent Home Loans; Business Activities: Mortgage Broker; Duties of Position: Mortgage Broker; Title: Broker; Address: Ft Myers, FL; Start Date: 3/2022; Approx. # of hours per month spent of activity: 20; Approx. # of hours spent during trading hours: 0 9) Business Entity: Ruth Ladas; Business Activities: Amway; Address: Ft Myers. FL; Title: Sales Rep; Duties of Position: Home and Beauty product sales; Start Date: 12/22; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-18 |
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