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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-09
  • TX RA
    APPROVED
    Since 2022-09-09

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • United States

Missouri City, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2022-03-29 → 2022-07-20
    Houston, TX
  • 2010-04-07 → 2022-03-11
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
  • 2012-03-29 → 2019-04-01
    Visionary Asset Management
    Houston, TX
  • 2012-04-04 → 2013-07-01
    Alphasource Investment Counsel, Inc
    Houston, TX
  • 2007-08-28 → 2010-04-01
    Comerica Securities
    Dallas, TX
    Houston, TX
  • 2007-08-17 → 2007-08-24
    Sugar Land, TX
  • 2006-03-29 → 2007-07-31
    Usf Advisors, Llc
    Houston, TX
  • 2002-10-30 → 2006-03-10
    Comerica Securities
    Sugar Land, TX
    Sugarland, TX
  • 2002-09-04 → 2002-11-13
    Harris, TX
  • 2001-08-29 → 2002-07-11
    Securian Financial Services, Inc.
    Houston, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-28
  • S66 Uniform Combined State Law Examination
    2001-08-28
Designations
Other Names
  • Drew Miller
  • Andrew Cassedy Miller
  • Drew Cassedy Miller
  • Andrew Cassedy Miller
  • Drew Miller
  • Andrew C Miller

View on SEC IAPD

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