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Employer firm

Blackridge Asset Management, LLC CRD 277085

$370M regulatory AUM 73 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blackridge Asset Management, Llc

1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-05-21
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2011 → Present
    Ruth Ladas Insurance & Business Services Of Sw Florida, Llc
    N Fort Myers, FL
  • 07/2017 → 01/2020
    Mutual Of Omaha Insurance Company
    Fort Myers, FL
  • 10/2017 → 01/2020
    Fort Myers, FL
  • 04/2020 → Present
    Peak Brokerage Services,Llc
    Jupiter, FL
  • 04/2020 → Present
    Blackridge Asset Management,Llc
    Jupiter, FL
  • 10/2019 → 03/2020
    Hamilton Group Funding
    Sunrise, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-12
S65 Uniform Investment Adviser Law Examination 2018-01-18
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12
  • S65 Uniform Investment Adviser Law Examination
    2018-01-18
Other Names
  • Ruth Nicholls
  • Ruth Currie
  • Ruth Gaskin
  • Ruth Michelle Betzold

View on SEC IAPD

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