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Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, NY | Naples, 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 18, 2024 | n/a | yes | Naples, NY|WILLIAMSVILLE, NY | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 18, 2021 | Apr 22, 2024 | no | Naples, NY|Rochester, 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 18, 2024 | -4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:144733:NY:2024-04-22 | Apr 22, 2024 | Apr 18, 2024 | ROCHESTER, NY | Firm change |