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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Beaverton, OR
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 | Jun 27, 2023 | n/a | yes | Beaverton, OR | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Jun 3, 2019 | Jun 28, 2023 | no | Beaverton, OR|JUPITER, FL | Previous registration |
| FINANCIAL INVESTMENT TEAM ("FIT") | Independent wealth | Jan 22, 2013 | Jun 3, 2019 | no | PORTLAND, OR | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jan 6, 2012 | Jun 24, 2016 | no | PORTLAND, OR | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 24, 2006 | Oct 19, 2011 | no | BEAVERTON, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Jun 28, 2023 | Jun 27, 2023 | -1 | Firm change | Ibd to RIA |
| FINANCIAL INVESTMENT TEAM ("FIT") | BLACKRIDGE ASSET MANAGEMENT, LLC | Jun 3, 2019 | Jun 3, 2019 | 0 | Firm change | RIA to RIA |
| NEXT FINANCIAL GROUP, INC. | FINANCIAL INVESTMENT TEAM ("FIT") | Jun 24, 2016 | Jan 22, 2013 | -1,249 | Firm change after gap | Other |
| WOODBURY FINANCIAL SERVICES, INC. | NEXT FINANCIAL GROUP, INC. | Oct 19, 2011 | Jan 6, 2012 | 79 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:145724:OR:2016-06-24 | Jun 24, 2016 | Jan 22, 2013 | PORTLAND, OR | Firm change after gap |