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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-27
FL RA APPROVED 2015-10-14
TX RA APPROVED_RES 2015-09-03
  • NY RA
    APPROVED
    Since 2022-01-27
  • FL RA
    APPROVED
    Since 2015-10-14
  • TX RA
    APPROVED_RES
    Since 2015-09-03

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Solutions Wealth Management, Llc Williamsville NY 09/2015 Present
Previous Registrations
  • 2015-01-05 → 2015-09-03
    Next Financial Group, Inc.
    Williamsville, NY
    Lockport, NY
Other Businesses

1)JAY R BLANCHARD (SOLE PROP), PRACTICE MANAGEMENT & TECHNOLOGY CONSULTANT, 5% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; NO COMP 2)JAY R BLANCHARD (DBA, SELF); INSURANCE SALES; AGENT; 20% TIME; NO OWNERSHIP; CONTINUOUS TERM; 5% COMP 3)THE FINANCIAL GUYS, LLC(DBA); INSURANCE; AGENT; 58% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; 61% TOTAL COMP 4)THE FINANCIAL GUYS, LLC; LLC; GROUP INSURANCE; AGENT; <1% TIME SPENT; 1% OWNERSHIP;OPEN 5)THE FINANCIAL GUYS, LLC; LLC; INSURANCE VIA JONATHAN HIND FINANCIAL GROUP GENERAL INSURANCE AGENCY; JCN FINANCIAL GROUP LLC; AGENT; 1% TIME SPENT; 0% OWNERSHIP; 1% COMP; INDEFINITE 6)WEALTH TO WOMENS (DBA);DBA;100% OWNERSHIP;10%TIME SPENT;DIRECTOR;10% TOTAL COMP; INDEFINITE TERM 7)INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC; I-RIA; 3% OWNERSHIP; 0% TIME SPENT; 0% COMP; 8) TIME & MONEY LLC; CORPORATION; TEACHING/MENTORING/COACHING; 0% OWNERSHIP; 5% TIME SPENT; 5% TOTAL ANNUAL INCOME; AGENT; INDEFINITE TERM; 9) DTAXME; DBA 10) BLACKRIDGE ASSET MANAGEMENT, LLC; Solicitor; COMPENSATION: 0% 11) Life Leadership; Owner; Independent Consultant; Start Date; 5/5/17; Approx 2 hours spent on activity per month. Approx 2 hours spent on activity per month during trading hours. 12) Fundraiser for the American Widow Project; rideforwidows.com

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-26
S63 Uniform Securities Agent State Law Examination 2002-02-23
  • S65 Uniform Investment Adviser Law Examination
    2022-01-26
  • S63 Uniform Securities Agent State Law Examination
    2002-02-23

View on SEC IAPD

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