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.

Current firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65

First exam

Nov 17, 2020

First registration

Nov 17, 2020

Dual registered

no

Other names

Alexis Viroya Browne|ALEXIS VIROY BROWN|ALEXIS VIROY BROWN Roberts|ALEXIS VIROY BROWNE ROBERTS

IAPD individual key

7262063

• Occurred

  Mar 6, 2026
  Advisor changed firm

  Alexis Viroya Browne Roberts left Alexis Investment Partners, Llc for Independent Solutions Wealth Management, Llc (registered 2026-03-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76fd523c-4e87-2488-db1f-fdcc88a986c5

First observed

Nov 17, 2020

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.