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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-18
  • SC RA
    APPROVED
    Since 2026-06-18

Branch Locations

8117 Oyster Factory Rd, Edisto Island, SC 29438 • United States

1184 Clements Ferry Road, Charleston, SC 29492 • United States

305 Spindrift Drive, Williamsville, NY 14221 • 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
Blackridge Asset Management Williamsville NY 05/2018 05/2026
Andy Cook Cpa, Llc Edisto Island SC 01/2004 Present
Independent Solutions Wealth Management, Llc Williamsville NY 06/2026 Present
Previous Registrations
Other Businesses

1. ANDY COOK, CPA, LLC. 8117 OYSTER FACTORY RD, EDISTO ISLAND, SC 29438. 80 HOURS A MONTH ALL DURING SECURITY TRADING HOURS. 2. INSURANCE AGENT, FIXED ANNUITIES AND LIFE, 8117 OYSTER FACTORY RD, EDISTO ISLAND, SC 29438. SPENDING 8 HOURS A MONTH, OF WHICH NO HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-23
S63 Uniform Securities Agent State Law Examination 2004-08-03
  • S65 Uniform Investment Adviser Law Examination
    2017-12-23
  • S63 Uniform Securities Agent State Law Examination
    2004-08-03
Other Names
  • Andy Cook
  • James A Cook

View on SEC IAPD

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