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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-19 |
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 | 05/2019 | Present |
| Univ Of Buffalo | Amherst | NY | 08/2016 | 05/2019 |
| Univ Of Buffalo | Amherst | NY | 08/2017 | 12/2018 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 07/2022 | Present |
1) Business Activity: Investment Advisor Representative; Business Entity: Independent Solutions Wealth Management; Address: Williamsville, NY; Start Date: 08/2022; Duties of Position: Assisting in Sales Tasks; Title: Registered Sales Assistant; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours: 154 2) DBA - The Financial Guys; Wealth management 3) National Life OBA-Insurance; sales of fixed annuities, whole life, health and/or property and casualty insurance 4) Insurance Agent through William Penn, Sales of Fixed Annuities, Whole Life, Health and/or Property and Casualty Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
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