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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Palm Beach Gardens, FL | 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 | Sep 3, 2015 | n/a | yes | Palm Beach Gardens, FL|WILLIAMSVILLE, NY | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | May 19, 2016 | Jan 29, 2020 | no | Jupiter, FL|JUPITER, FL | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Feb 28, 2013 | Sep 3, 2015 | no | JUPITER, FL|OAKHURST, NJ|JUPITER, FL|WILLIAMSVILLE, NY|NIAGARA FALLS, NY|LAKE WORTH, FL|Casselberry, FL|LAS VEGAS, NV|HAMBURG, NY|WILSON, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | n/a | Jan 29, 2020 | n/a | n/a | Departure no registered destination | Departure |
| NEXT FINANCIAL GROUP, INC. | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | Sep 3, 2015 | Sep 3, 2015 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:144733:NY:2015-09-02 | Sep 3, 2015 | Sep 3, 2015 | WILSON, NY | Firm change |