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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-29 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Ann Arbor | MI | 06/2009 | 03/2017 |
| Massmutual Life Insurance Co | Ann Arbor | MI | 07/2016 | 08/2019 |
| Mml Investors Services, Llc | Ann Arbor | MI | 03/2017 | 08/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 08/2019 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 08/2019 | Present |
| William Hurley And Associates | Ann Arbor | MI | 06/2021 | Present |
1) Blackridge Asset Management; Investment Adviser; Start Date: 08/2019 2) William A Hurley and Associates; Balancing check book; Start Date: 06/2021 3) Veritas Wealth Planning LLC DBA Securities and Insurance Business; 30 hours during trading a month; 1099 compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-19 |
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