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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • United States

Houston, TX • 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
Visionary Asset Management Houston TX 03/2013 04/2019
Next Financial Group, Inc Houston TX 03/2013 08/2025
Independent Solutions Wealth Management, Llc Williamsville NY 04/2026 Present
Unemployed Houston TX 08/2025 04/2026
  • 03/2013 → 04/2019
    Visionary Asset Management
    Houston, TX
  • 03/2013 → 08/2025
    Next Financial Group, Inc
    Houston, TX
  • 04/2026 → Present
    Williamsville, NY
  • 08/2025 → 04/2026
    Unemployed
    Houston, TX
Previous Registrations
  • 2013-03-25 → 2025-08-01
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
  • 2013-03-26 → 2019-04-01
    Visionary Asset Management
    Houston, TX
  • 2013-03-26 → 2013-07-01
    Alphasource Investment Counsel, Inc
    Houston, TX
  • 2010-01-01 → 2012-01-23
    Atlanta, GA
  • 2007-03-15 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-12
S63 Uniform Securities Agent State Law Examination 2000-12-21
  • S66 Uniform Combined State Law Examination
    2007-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-12-21

View on SEC IAPD

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