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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, NY | Houston, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Independent wealth | Apr 21, 2026 | n/a | yes | WILLIAMSVILLE, NY|Houston, TX | Current employment |
| VISIONARY ASSET MANAGEMENT | Former SEC adviser | Mar 26, 2013 | Apr 1, 2019 | no | HOUSTON, TX | Previous registration |
| ALPHASOURCE INVESTMENT COUNSEL, INC | Former SEC adviser | Mar 26, 2013 | Jul 1, 2013 | no | HOUSTON, TX | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Mar 25, 2013 | Aug 1, 2025 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Jan 1, 2010 | Jan 23, 2012 | no | ATLANTA, GA | Previous registration |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | n/a | Mar 15, 2007 | Jan 1, 2010 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | ALPHASOURCE INVESTMENT COUNSEL, INC | Aug 1, 2025 | Mar 26, 2013 | -4,511 | Firm change after gap | Other |
| VISIONARY ASSET MANAGEMENT | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Apr 1, 2019 | Apr 21, 2026 | 2,577 | Firm change after gap | RIA to RIA |
| ALPHASOURCE INVESTMENT COUNSEL, INC | VISIONARY ASSET MANAGEMENT | Jul 1, 2013 | Mar 26, 2013 | -97 | Channel change | Other |
| INVESCO ADVISERS, INC. | NEXT FINANCIAL GROUP, INC. | Jan 23, 2012 | Mar 25, 2013 | 427 | Firm change after gap | Other |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | INVESCO ADVISERS, INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |