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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-03 |
| NY | RA | APPROVED | 2021-06-22 |
| TX | RA | APPROVED_RES | 2015-09-10 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 09/2015 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2015 | Present |
| Hoeflich Retirement Optimization Planning | Williamsville | NY | 12/2021 | Present |
1)THE FINANCIAL GUYS,LLC;DBA;0% OWNERSHIP;40% TIME SPENT;40% COMPENSATION;REGISTERED REPRESENTATIVE; FINANCIAL INVESTMENT ADVISOR;INDEFINITE TERM; 2)INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC; I-RIA; 3% OWNERSHIP; 3% TIME SPENT; 0% COMP; PASSIVE MINORITY OWNER; INDEFINITE 3)Social Security Claiming Strategist 100% owner 10 hours per month spent on activity per month. 10 hours spent on activity during trading hours per month. 4) Hoeflich Retirement Optimization Planning - DBA 5) DBA Name - Retirement Income Headquarters of America - Retirement Income Planning 6) Business entity: Beyond Break Even; Business Activity: Book Authors; Address: Elma, NY; Title: LLC member; Duties of position: Book Author; Start Date: 11/2024; Approx. # of hours spent during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
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