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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-11 |
Branch Locations
9-27 East Main St, Waterloo, NY 13165 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Waterloo | NY | 01/2011 | 10/2017 |
| Cadaret, Grant & Co., Inc. | Waterloo | NY | 10/2017 | 07/2025 |
| Peak Brokerage Services, Llc | Jupiter | FL | 07/2025 | Present |
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 07/2025 | Present |
1) DBA: Commonwealth Financial Group, LLC, Waterloo, NY, advise and manage investments. Lines of Insurance: Life, Health, LTC and Accident since 10/9/16 in NY; (2) Notary in New York, County of Ontario, 10/2018 to present, 9-27 East Main Street, #208, Waterloo, NY, not investment related, not compensated for services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-21 |
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