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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-11
  • NY RA
    APPROVED
    Since 2024-11-11

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
Independent Solutions Wealth Management, Llc Williamsville NY 10/2024 Present
Apple Rubber Products Lancaster NY 04/2015 01/2019
Sealing Devices Inc Lancaster NY 01/2019 06/2020
Webb Marketing Agency Amherst NY 09/2019 Present
Amway/Ltd Amherst NY 09/2009 Present
Rapistak Corporation Buffalo NY 04/2023 12/2023
Globe Life/National Income Buffalo NY 01/2024 03/2024
Mha Zentgraf Buffalo NY 04/2024 08/2024
Peak Brokerage Services, Llc Jupiter FL 03/2025 Present
  • 10/2024 → Present
    Williamsville, NY
  • 04/2015 → 01/2019
    Apple Rubber Products
    Lancaster, NY
  • 01/2019 → 06/2020
    Sealing Devices Inc
    Lancaster, NY
  • 09/2019 → Present
    Webb Marketing Agency
    Amherst, NY
  • 09/2009 → Present
    Amway/Ltd
    Amherst, NY
  • 04/2023 → 12/2023
    Rapistak Corporation
    Buffalo, NY
  • 01/2024 → 03/2024
    Globe Life/National Income
    Buffalo, NY
  • 04/2024 → 08/2024
    Mha Zentgraf
    Buffalo, NY
  • 03/2025 → Present
    Peak Brokerage Services, Llc
    Jupiter, FL
Other Businesses

1) Independent Solutions Wealth Management, LLC; Duties of position: Advisor; Title: Investment Advisor, Start Date 9/2024, Approx. # of hours per week spent: 30, Approx. # of hours spent during trading hours: 30 2) The Financial Guys DBA. Wealth Manager. Start Date 09/24. Approx. # of hours per week spent: 40, Approx. # of hours spent during trading hours: 10. Approx. # of hours spent during trading hours: 10 3) Amway/LTD. Not investment related. Title: Owner. Start Date 9/2009, Approx. # of hours per week spent: 0, Approx. # of hours spent during trading hours: 0 4) Webb Marketing Agency. Not investment related. Title: Owner. Start Date 9/2019, Approx. # of hours per week spent: 0, Approx. # of hours spent during trading hours: 0 5) BNI (local chapter called Enterprise); President; duties: Run local BNI Weekly Meeting; No comp received; Start Date April 2026; 0 hours per week during trading hours. Not Investment Related

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-13
S65 Uniform Investment Adviser Law Examination 2024-09-10
  • S63 Uniform Securities Agent State Law Examination
    2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-10

View on SEC IAPD

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