Best Investors
Account
Sign in
305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2023-09-26 |
| NY | RA | APPROVED | 2023-08-31 |
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 |
|---|---|---|---|---|
| Active Duty Us Air Force | San Antonio | TX | 01/2008 | 12/2016 |
| Davita Kidney Care | Tonawanda | NY | 10/2016 | 07/2017 |
| Roswell Park Comprehensive Cancer Center | Buffalo | NY | 08/2017 | 02/2019 |
| Rpci Oncology Pc | Buffalo | NY | 02/2019 | 07/2021 |
| Blackridge Asset Management, Llc | Jupiter | FL | 08/2021 | 08/2023 |
| Peak Brokerage Services, Llc | Jupiter | FL | 08/2021 | Present |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 08/2023 | Present |
1). The Financial Guys; Insurance agent; sell VA, Insurance, Financial coaching; Approx. # of hours per month: 160; Approx. # of hours during trading hours: 160. 2) DBA Name - RG Financial Planning; Services - Investment Advisory and Insurance 3) DBA Name - Retirement Income Headquarters of America - Retirement Income Planning 4) Business entity: Beyond Break Even, LLC; Business activity: Book Authors; Address: Tonawanda, NY; Duties of position: Book Author; Title: LLC Member; Start Date: 11/2024; Approx. # of hours spent during trading hours: 0 5) Name of employer: Adult Financial Education Council; Address of employer: 667 South Street, Wrentham, Massachusetts 02093, United States; Website: adfec.org; Date of employment/affiliation: Jun 01, 2023; Title/Position: Instructor; Duties: Teach Social Security Optimization Course; Approx. # of hour during normal trading hours per month: 0; Approx. # of hours outside of trading hours per month: 2. 6) Business entity: Russ Gaiser; Business activity: Real Estate; Address: Jupiter, FL; Duties of position/Title: Owner of property; Start Date: 06/2025; Approx. # of hours spent during trading hours: 0 7) RSRA Property Group (Partnership DBA), used to managed rental real estate. Approx. # of hours spent during trading hours: 0 8) POA for Rose D'Amico who is his Grandmother 9) Owner of The Service Authority Engine LLC; AI Marketing and systems enhancements; No marketing to any financial services business; 20 hours during normal trading hours per month; Income is pass-through, Schedule C Income
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-28 |
Reach out to this advisor