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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Willaimsville, NY | 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 | Apr 17, 2024 | n/a | yes | WILLIAMSVILLE, NY|Willaimsville, NY | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jul 21, 2021 | Apr 22, 2024 | no | Naples, NY|Rochester, NY | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Jul 22, 2019 | Jan 2, 2020 | no | OVERLAND PARK, KS|Naples, NY|Rochester, NY | Previous registration |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Jul 15, 2015 | Mar 8, 2016 | no | HOLBROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Apr 22, 2024 | Apr 17, 2024 | -5 | Firm change | Ibd to RIA |
| CREATIVEONE WEALTH, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 2, 2020 | Jul 21, 2021 | 566 | Firm change after gap | RIA to ibd |
| AMERICAN PORTFOLIOS ADVISORS, INC | CREATIVEONE WEALTH, LLC | Mar 8, 2016 | Jul 22, 2019 | 1,231 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:144733:NY:2024-04-22 | Apr 22, 2024 | Apr 17, 2024 | ROCHESTER, NY | Firm change |