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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
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