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Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-17
NY RA APPROVED 2021-11-16
  • TX RA
    APPROVED
    Since 2022-10-17
  • NY RA
    APPROVED
    Since 2021-11-16

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Solutions Wealth Management Williamsville NY 10/2013 Present
  • 10/2013 → Present
    Independent Solutions Wealth Management
    Williamsville, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-23
  • S63 Uniform Securities Agent State Law Examination
    1993-12-23
Designations

View on SEC IAPD

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