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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-27 |
| FL | RA | APPROVED | 2015-10-14 |
| TX | RA | APPROVED_RES | 2015-09-03 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 09/2015 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-23 |
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