Stephen Francis Grisko

Current Employers

Employment History

• 12/2013 → 05/2017
  Five Star Bank
  East Aurora, NY
• 12/2013 → 04/2018
  Lpl Financial Llc
  Williamsville, NY
• 04/2018 → Present
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 01/2020 → Present
  Blackridge Asset Management
  Jupiter, FL

Previous Registrations

• 2020-01-17 → 2025-01-23
  Blackridge Asset Management, Llc
  Williamsville, NY
  Jupiter, FL

Other Businesses

1)Business Entity: National life; Business Activity: Life/Accident, Health; Address: Williamsville, NY; Duties of Position: Financial Services; Title: Insurance Broker/Agent; Start Date: 04/2018; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 1 2)Business Entity: Independent Solutions Wealth Management, LLC; Business Activity: RIA; Address: Williamsville, NY; Duties of Position: Financial Services; Title: Wealth Advisor; Start Date: 01/2025; Approx. # of hours spent per month spent on activity: 144; Approx. # of hours spent during trading hours: 72 3)Business Entity: The Financial Guys; Business Activity: DBA; Address: Williamsville, NY; Duties of Position: Financial Services; Title: Wealth Advisor; Start Date: 04/2018; Approx. # of hours spent per month spent on activity: 15; Approx. # of hours spent during trading hours: 7

Exams

• S66 Uniform Combined State Law Examination
  2019-12-30
• S63 Uniform Securities Agent State Law Examination
  1994-12-13