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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-06
TX RA APPROVED 2023-09-26
NY RA APPROVED 2023-08-31
  • FL RA
    APPROVED
    Since 2023-10-06
  • TX RA
    APPROVED
    Since 2023-09-26
  • NY RA
    APPROVED
    Since 2023-08-31

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • 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
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
  • 01/2008 → 12/2016
    Active Duty Us Air Force
    San Antonio, TX
  • 10/2016 → 07/2017
    Davita Kidney Care
    Tonawanda, NY
  • 08/2017 → 02/2019
    Roswell Park Comprehensive Cancer Center
    Buffalo, NY
  • 02/2019 → 07/2021
    Rpci Oncology Pc
    Buffalo, NY
  • 08/2021 → 08/2023
    Jupiter, FL
  • 08/2021 → Present
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 08/2023 → Present
    Williamsville, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-01
S65 Uniform Investment Adviser Law Examination 2021-03-28
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-28
Designations
Other Names
  • Russell Gaiser

View on SEC IAPD

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