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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Asset Management | Houston | TX | 03/2010 | 04/2019 |
| Next Financial Group | Houston | TX | 03/2010 | 03/2022 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2022 | 07/2022 |
| Unemployed | Missouri City | TX | 07/2022 | 08/2022 |
| Peak Brokerage Services, Llc | Jupiter | FL | 08/2022 | Present |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 08/2022 | Present |
1) Business Entity: Independent Solutions Wealth Management; Business Activity: Advisory Consulting and Business Development; Address: Williamsville, NY; Duties of Position: Sales; Title: Advisory Consulting; Start Date: 07/25/2022 2) Business Entity: Peak Brokerage Services, Business Activity: Registered Support Staff; Address: Williamsville, NY; Duties of Position: Sales; Title: Advisory Consulting; Start Date: 07/25/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-28 |
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