RL
Ruth C. Ladas
BLACKRIDGE ASSET MANAGEMENT
Fort Myers, FL 33916
Some features on this profile are disabled
CRD#: 6869487
RL
Professional summary
Ruth Currie Ladas, who also goes by Ruth Michelle Betzold, Ruth Currie, Ruth Gaskin, Ruth Nicholls, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Fort Myers, Florida and PEAK BROKERAGE SERVICES, LLC located in Fort Myers, Florida.
Ruth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Ruth has worked at 3 firms and has passed the Series 63, Series 65, Series 7, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ruth Michelle Betzold | Ruth Currie | Ruth Gaskin | Ruth Nicholls
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) 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
CRS (Client Relationship Summary) - RIA
Click below to view Ruth Currie Ladas'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
May 21, 2020 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 4135 Dr Martin Luther King Jr Drive, Fort Myers, FL 33916RIA
CRD#: 277085
Fort Myers, FL
Current
April 23, 2020 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 4135 Dr. Martin Luther King Jr. Drive, Fort Myers, FL 33916BD
CRD#: 157045
Fort Myers, FL
Past
March 15, 2018 - January 29, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
FORT MYERS, FL
Past
February 28, 2018 - January 29, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
FORT MYERS, FL
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
Florida(5/21/2020)
IAR
Florida(5/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085Fort Myers, FL 33916TRUST BUT VERIFY
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