DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Newberg, OR | 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 12, 2026 | n/a | yes | Newberg, OR|WILLIAMSVILLE, NY | Current employment |
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Independent wealth | Dec 18, 2025 | Dec 26, 2025 | no | Newberg, OR|WILLIAMSVILLE, NY | Previous registration |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Jul 31, 2019 | Sep 4, 2026 | no | Newberg, OR|Sherwood, OR|Sherwood, OR | Previous registration |
| FINANCIAL INVESTMENT TEAM ("FIT") | Independent wealth | Jan 22, 2013 | Sep 10, 2019 | no | PORTLAND, OR | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jul 16, 2012 | Jun 24, 2016 | no | GRESHAM, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Sep 4, 2026 | Dec 18, 2025 | -260 | Firm change after gap | RIA to RIA |
| FINANCIAL INVESTMENT TEAM ("FIT") | BLACKRIDGE ASSET MANAGEMENT, LLC | Sep 10, 2019 | Jul 31, 2019 | -41 | Firm change after gap | RIA to RIA |
| NEXT FINANCIAL GROUP, INC. | FINANCIAL INVESTMENT TEAM ("FIT") | Jun 24, 2016 | Jan 22, 2013 | -1,249 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:145724:OR:2016-06-24 | Jun 24, 2016 | Jan 22, 2013 | PORTLAND, OR | Firm change after gap |