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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-17 |
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-10 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Css Agency / Queen City Financial Group | Grand Island | NY | 05/2014 | 12/2018 |
| Blackridge Asset Management, Llc | Williamsville | NY | 07/2016 | 03/2022 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 07/2016 | 03/2022 |
| Peak Brokerage Services, Llc | Jupiter | FL | 11/2024 | Present |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 12/2025 | Present |
| Farmers Insurance | Tonawanda | NY | 08/2016 | 05/2017 |
| Independent P&C | Williamsville | NY | 05/2017 | 12/2018 |
| Queen City Insurance Agency Llc | Williamsville | NY | 12/2018 | 02/2020 |
| The Financial Guys Home & Auto Llc | Williamsville | NY | 02/2020 | Present |
| Queen City Financial Group | Grand Island | NY | 10/2025 | Present |
1) Queen City Financial Group; Duties: Admin, Sales; Start Date: 10/2025; Approximate Number Of Hours Spent On Activity Per month: 60; Approximate Number Of Hours Spent On Activity Per Month During Trading Hours: 50 2) The Financial Guys; Sales/Investments; Start Date: 10/25; Approx Number Of Hours Spent On Activity Per month: 8; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 6 3) The Financial Guys Home & Auto LLC; P&C Insurance Agency; Managing Partner; Start Date: 12.10.18; Approx Number of Hours Spent On Activity Per month: 80; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 70 4) Pegasus Insurance Solutions LLC; Start Date: 07/2025; Insurance Agency; Manager; Approx number of hours spend on activity per month 15; Approximate Number Of Hours Spent On Activity Per Month During Trading Hours: 10 5) Financial Guys Media Network; Start Date: 01/19; Radio Host; Approx number of hours spend on activity per month 5; Approximate Number Of Hours Spent On Activity Per Month During Trading Hours: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-10 |
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