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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-16 |
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 |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Jupiter | FL | 10/2020 | Present |
| The Financial Guys | Buffalo | FL | 10/2020 | Present |
| University At Buffalo | Buffalo | NY | 01/2017 | 05/2020 |
| Erie Cc | Williamsville | NY | 07/2016 | 12/2016 |
| Unemployed | Lancaster | NY | 05/2020 | 09/2020 |
| Blackridge Asset Management | Jupiter | FL | 06/2021 | 12/2022 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 12/2022 | Present |
| Tony Walker | Williamsville | NY | 04/2016 | 03/2020 |
1). Company Name: Independent Solutions Wealth Management, LLC; Duties of position: Advisor; Title: Registered Rep Start Date: 12/2022 Approx. # of hours per month spent: 20 Approx. # of hours spent during trading hrs: 20. 2) Peak Brokerage Services, Registered Representative. Start Date: 10/2020. Approx. # of hours per month spent: 20 Approx. # of hours spent during trading hrs: 15. 3) The Financial Guys DBA. Wealth Manager. Start Date 10/2020. Approx. # of hours per month spent: 5 Approx. # of hours spent during trading hrs: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-07 |
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