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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-12 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 24 Hour Fitness | Beaverton | OR | 03/2007 | 03/2019 |
| Financial Investment Team | Portland | OR | 03/2011 | 01/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 06/2016 | Present |
| Healthcarepdx.cOm | Portland | OR | 01/2013 | Present |
| Jason Stewart Diet Plan | Portand | OR | 01/2013 | 12/2016 |
| Blackridge Asset Management, Llc | Jupiter | FL | 07/2019 | 12/2025 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 12/2025 | Present |
1) Name of Business: HealthcarePDX.com; Investment Related: No; Business Nature: Health Insurance; Position: Owner/Agent; Start Date: 1/2013; Approximate Number of Hours/Month Devoted to this Business: 50; Approximate Number of Hours/Month Devoted to this Business During Trading Hours: 26; Duties: Consulting, Sales 2) Independent Solutions Wealth Management, LLC; IAR; Start Date: 12/25; Approximate Number of Hours/Month Devoted to this Business: 110; Approximate Number of Hours/Month Devoted to this Business During Trading Hours: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-14 |
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