TC
Tonya L. Cooper
BLACKRIDGE ASSET MANAGEMENT
Gainesville, FL 32606
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CRD#: 5267778
TC
Professional summary
Tonya Lee Cooper, who also goes by Tonya Lee Mathis, Tonya Lee Wilson, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Gainesville, Florida and PEAK BROKERAGE SERVICES, LLC located in Gainesville, Florida.
Tonya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Tonya has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tonya Lee Mathis | Tonya Lee Wilson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Blackridge Asset Management; IAR; Financial Advisor; Financial Advising; Start Date: 4.8.19; Approx Number Of Hours Spent On Activity Per Month:40; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 40 2) Insurance Agent; Insurance & Fixed Business; Financial Advisor; Medicare Assistance; Fixed/Indexed; Financial Planning; Life Insurance; Start Date: 4.6.19; Approx Number Of Hours Spent On Activity Per Month: 20; Approx Number Of Hours Spent On Activity Per Month During Trading Hours 3) Peaceful Legacy Planning; DBA; CEO; Broker Dealer Business; Agent; Start Date: 1.28.19; Approx Number Of Hours Spent On Activity Per Month: 40; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 40 4) Business activity: Middle School Volleyball Coach; Business Entity: First Christian Academy; Address: High Springs, FL; Duties of Position: Coaching girls volleyball; Title: Coach; Approx. # of hours per month spent on activity: 32; Approx. # of hours spent during trading hours: 12
CRS (Client Relationship Summary) - RIA
Click below to view Tonya Lee Cooper's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 10, 2019 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 3600 Nw 43rd Suite D-1, Gainesville, FL 32606RIA
CRD#: 277085
Gainesville, FL
Current
January 28, 2019 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 3600 Nw 43rd Suite D-1, Gainesville, FL 32606BD
CRD#: 157045
Gainesville, FL
Past
August 8, 2018 - April 8, 2019
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
GAINESVILLE, FL
Past
January 9, 2017 - March 19, 2018
OSAIC FA, INC.
BD
CRD#: 3978
GAINESVILLE, FL
Past
February 9, 2010 - December 31, 2016
OSAIC FA, INC.
BD
CRD#: 3978
BARTOW, FL
Past
January 1, 2008 - May 1, 2008
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085 / SEC#: 801-108114
RIA
Registered Investment Advisory firm - (7/8/2016 Approved)Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)New York
Registered Investment Advisory firm - (7/13/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(2/10/2023)
RR
Florida(1/28/2019)
IAR
Florida(4/10/2019)
RR
Indiana(1/28/2019)
RR
New Hampshire(9/3/2025)
RR
Wisconsin(5/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085 / SEC#: 801-108114
RIA
Registered Investment Advisory firm - (7/8/2016 Approved)Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)New York
Registered Investment Advisory firm - (7/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477
Mailing Address
Phone number
(561) 641-5050
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 826 |
| AUM (Assets Under Management) | $ 196,842,156 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
