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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-12
  • TX RA
    APPROVED_RES
    Since 2026-08-12

Branch Locations

Newberg, OR • United States

305 Spindrift Drive, Williamsville, NY 14221 • United States

Blackridge Asset Management, Llc

1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-09-09
  • OR RA
    APPROVED
    Since 2024-09-09

Branch Locations

Newberg, OR • 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
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
  • 03/2007 → 03/2019
    24 Hour Fitness
    Beaverton, OR
  • 03/2011 → 01/2019
    Financial Investment Team
    Portland, OR
  • 06/2016 → Present
    Peak Brokerage Services, Llc
    Palm Beach Gardens, FL
  • 01/2013 → Present
    Healthcarepdx.cOm
    Portland, OR
  • 01/2013 → 12/2016
    Jason Stewart Diet Plan
    Portand, OR
  • 07/2019 → 12/2025
    Jupiter, FL
  • 12/2025 → Present
    Williamsville, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-14
  • S66 Uniform Combined State Law Examination
    2012-07-14

View on SEC IAPD

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