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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-17
  • NY RA
    APPROVED
    Since 2025-12-17

Branch Locations

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
NY RA APPROVED 2025-12-10
  • NY RA
    APPROVED
    Since 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

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
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
  • 05/2014 → 12/2018
    Css Agency / Queen City Financial Group
    Grand Island, NY
  • 07/2016 → 03/2022
    Williamsville, NY
  • 07/2016 → 03/2022
    Peak Brokerage Services, Llc
    Palm Beach Gardens, FL
  • 11/2024 → Present
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 12/2025 → Present
    Williamsville, NY
  • 08/2016 → 05/2017
    Farmers Insurance
    Tonawanda, NY
  • 05/2017 → 12/2018
    Independent P&C
    Williamsville, NY
  • 12/2018 → 02/2020
    Queen City Insurance Agency Llc
    Williamsville, NY
  • 02/2020 → Present
    The Financial Guys Home & Auto Llc
    Williamsville, NY
  • 10/2025 → Present
    Queen City Financial Group
    Grand Island, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-10
  • S66 Uniform Combined State Law Examination
    2025-12-10

View on SEC IAPD

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