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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, NY
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 | Aug 31, 2023 | n/a | yes | WILLIAMSVILLE, NY | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Sep 2, 2021 | Aug 31, 2023 | no | Williamsville, NY|JUPITER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Aug 31, 2023 | Aug 31, 2023 | 0 | Firm change | Ibd to RIA |