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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-21 |
| KS | RA | APPROVED | 2019-08-20 |
| FL | RA | APPROVED | 2019-04-04 |
| TX | RA | APPROVED | 2017-08-24 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
3345 N Courtenay Pkwy, Merritt Island, FL 32953 • United States
1035 19Th Road Nw, Burlington, KS 66839 • 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 |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2015 | Present |
1) ISWM; Self, David Mariacher. Registered Rep. 165 hours per month spent on activity. 8 hours per month spent on activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-27 |
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