DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BLACKRIDGE ASSET MANAGEMENT, LLC
Daniel Island, SC | JUPITER, FL | Schaumburg, IL | St Petersburg, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Mar 13, 2018 | n/a | yes | Daniel Island, SC|JUPITER, FL|Schaumburg, IL|St Petersburg, FL | Current employment |
| THE RETIREMENT GUYS FORMULA | Independent wealth | Apr 11, 2019 | Mar 19, 2020 | no | Mt. Pleasant, SC|MAUMEE, OH | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Mar 5, 2018 | Mar 12, 2018 | no | Mount Pleasant, SC|Schaumburg, IL | Previous registration |
| TSFG, LLC | Independent wealth | Mar 30, 2015 | Mar 1, 2018 | no | SCHAUMBURG, IL|LAKE FOREST, IL|Mount Pleasant, SC|Schaumburg, IL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 30, 2015 | Nov 2, 2015 | no | SCHAUMBURG, IL|SCHAUMBURG, IL|DOWNERS GROVE, IL|MOUNT PLEASANT, SC|OAK BROOK, IL | Previous registration |
| HIGHPOINT ADVISOR GROUP, LLC | Former SEC adviser | Jun 17, 2014 | Mar 18, 2015 | no | SCHAUMBURG, IL|DOWNERS GROVE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE RETIREMENT GUYS FORMULA | n/a | Mar 19, 2020 | n/a | n/a | Departure no registered destination | Departure |
| BROOKSTONE WEALTH ADVISORS, LLC | BLACKRIDGE ASSET MANAGEMENT, LLC | Mar 12, 2018 | Mar 13, 2018 | 1 | Firm change | RIA to RIA |
| TSFG, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Mar 1, 2018 | Mar 5, 2018 | 4 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | TSFG, LLC | Nov 2, 2015 | Mar 30, 2015 | -217 | Firm change after gap | Other |
| HIGHPOINT ADVISOR GROUP, LLC | LPL FINANCIAL LLC | Mar 18, 2015 | Mar 30, 2015 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:172555:IL:2015-10-28 | Nov 2, 2015 | Mar 30, 2015 | OAK BROOK, IL | Firm change after gap |