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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
Montgomery, TX • United States
305 Spindrift Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexis Investment Partners | Bethlehem | PA | 02/2018 | Present |
| Lehigh University | Bethlehem | PA | 05/2018 | 08/2020 |
| Lehigh University | Bethlehem | PA | 08/2017 | 08/2020 |
| Fundx Investment Group | San Francisco | CA | 06/2017 | 08/2017 |
| Sowell Management | North Little Rock | AR | 11/2020 | 06/2021 |
| Carondelet | Concord | CA | 08/2013 | 05/2017 |
| Sowell Management | North Little Rock | AR | 03/2019 | 11/2020 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 03/2026 | Present |
1) Insurance Agent through Quantum, Scottsdale AZ, Duties: Insurance products sales and service for the lines of Life Insurance, Long-Term Care Insurance, and Annuities, Position: Insurance Agent, Nature: Insurance, Since: August 13, 2019, Compensation: commissions, Investment related = No, 15 hours per month, 5 hours per month during trading hours. 2) Alexis Investment Partners, LLC, RIA; Duties: Portfolio Manager to LEXI ETF; Since: 06/21; Compensation: Management Fee; Investment Related: Yes; 60 hours per month, 20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-17 |
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