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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-15 |
| FL | RA | APPROVED | 2015-10-09 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 09/2015 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 09/2015 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2015 | Present |
1) Community Education Classes; Position - Teacher; Income - 0; Start Date 03/2019; Approx. # of hours spent per month: 1-2; Time spent during training hours: 0. 2)THE FINANCIAL GUYS; DBA; SECURITIES BUSINESS; REPRESENTATIVE; 95% TIME SPENT; 0% OWNERSHIP; 95% COMP; INDEPENDENT SECURITY SALES; INDEFINITE 3)RONALD REINSTEIN; INDIVIDUAL; INSURANCE: LIFE/HEALTH & LTC; 100% OWNERSHIP; 5% TIME SPENT; 5% COMP; AGENT; INSURANCE SALES; INDEFINITE 4) INDEPENDENT SOLUTIONS WEALTHMANAGEMENT, LLC; IAR; OWNERSHIP: 0%; COMPENSATION: 0% APPROX. # OF HOURS SPENT ON ACTIVITY: 1-2. HOURS SPENT DURING TRADING HOURS: 0. 5) Social Security Certified Claiming Strategies; Self & The Financial Guys; Social Security Claiming Strategist; Start Date: 8.13.18; Approx Hours Spent On Activity Per Month: 8; Approx Hours Spent On Activity Per Month During Trading Hours: 6) Blackridge Asset Management; Investment Advisory; Investment Advisor; Start Date: 8/18; Approx Hours Per Month Spent On Activity: 4; Approx Hours Spent On Activity Per Month During Trading Hours: 30-60.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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