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305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-22 |
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 |
|---|---|---|---|---|
| Unemployed | Orchard Park | NY | 08/2016 | 06/2018 |
| West Herr Dodge | Orchard Park | NY | 05/2018 | 12/2019 |
| Unemployed | Orchard Park | NY | 12/2019 | 11/2020 |
| Amazon | Lancaster | NY | 11/2020 | 08/2021 |
| Sgroi Financial | West Seneca | NY | 05/2022 | 09/2022 |
| Rothland Gc | Akron | NY | 07/2022 | 09/2023 |
| Golf Galaxy | Dewitt | NY | 09/2022 | 05/2023 |
| Unemployed | Orchard Park | NY | 08/2021 | 05/2022 |
| Saint Francis High School | Hamburg | NY | 09/2014 | 06/2018 |
| Le Moyne College | Syracuse | NY | 09/2018 | 05/2023 |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2023 | Present |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 01/2024 | Present |
1) Business entity: Independent Solutions Wealth Management; Business Activity: Investment Advisor; Duties of Position: Investment Management, financial planning; Title: Wealth Manager; Start date: 12/2023; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
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