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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-11 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
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