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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Investment Team | Portland | OR | 01/2012 | 05/2019 |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2016 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 06/2019 | 06/2023 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 06/2023 | Present |
1) Independent Solutions Wealth Management; IAR; Start Date: 6/23 2) Business entity: Mike Bien; Business Activity: Insurance Agent; Address: Talus Pl, OR; Duties of Position: Fixed Insurance Sales; Title: Insurance Agent; Start Date: 08/2004; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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