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Announcement: Acquisition of PEAK Reps

INDIANAPOLIS – Thurston Springer Financial, a trade name used by Financial Services Holdings, LLC (Thurston Springer) a comprehensive financial services platform with businesses in wealth management, investment advisory services, business consulting and tax located in Indianapolis, announced today they have negotiated a definitive agreement to acquire PEAK Reps, LLC and its subsidiaries, including PEAK Brokerage Services (PBS), an independent broker-dealer, Blackridge Asset Management (BAM), a registered investment adviser and Top Advisors Group (TAG), an insurance support organization. PEAK Reps has approximately 120 financial advisors and is based in Jupiter, FL.

“PEAK Reps has built a remarkable organization focused on providing their advisors with a high touch service model, a collaborative marketing environment and a diversified platform,” Thurston Springer CEO Rick Parker said. “Their tenacity, passion and drive resonate with us. Our goal is to assist PEAK Reps continued growth through enhanced technology, dedicated fixed-income trading, service expansion and scale.”

PEAK Reps CEO, Regina Rudnick said the company was pleased to partner with Thurston Springer.

“The wealth management platforms, integrated service offerings and unique support models Thurston Springer has created are quite impressive,” she said. “Our goal is and has been to deliver to our advisors a differentiated experience that supports their growth. We are appreciative that Thurston Springer sees value in who we are, and I am confident our association with them will further our cause. The similarities in our culture, priorities and philosophy make for an impactful partnership going forward.”

Rudnick who has been with PEAK Reps for seven years, and CEO the last two, will remain with the firm as Co-President and Head of Advisor Experience.

The acquisition will mark an important expansion of the Thurston Springer independent model. PEAK Reps is currently soliciting its members and anticipates the agreement will be signed next month. PEAK Reps will continue to operate as a separate subsidiary of Thurston Springer.  PBS, BAM and TAG will remain individually registered entities.

Financial Services holdings, LLC, started in 1981, is the parent and holding company of Thurston Springer Miller Herd & Titak , a FINRA member broker dealer, Thurston Springer Advisors, LLC, an SEC registered investment advisor, Thurston Springer Insurance, LLC, a life, health and P&C insurance agency and Bristal Lane Group a consulting, accounting and tax organization.

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