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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-06 |
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 |
|---|---|---|---|---|
| Citizens Securities Inc | Rochester | NY | 12/2015 | 01/2020 |
| Peak Brokerage Services, Llc | Jupiter | FL | 02/2020 | Present |
| Blackridge Asset Management, Llc` | Jupiter | FL | 02/2020 | 01/2025 |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 01/2025 | Present |
1) Vision Beyond Sight Foundation 403 (b)(c), Treasurer, deposits, 2 hours monthly, since 2002. 2) Independent Solutions Wealth Management, LLC, IAR; Start Date: 01/2025, 28 hours a week. 3) Business Entity: Michael Shaver; Business Activity: Insurance Agent - Life, Accident, Health, and LTC sales; Address: Williamsville, NY; Duties of Position: Independent Agent; Title: Insurance Agent; Start Date: 05/2020; Approx. # of hours per month spent on activity: 15; Approx. # of hours spent during trading hours: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-24 |
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