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

INDEPENDENCE SQUARE HOLDINGS, 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

Nov 16, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 16, 1995

First registration

May 25, 2012

Dual registered

no

Other names

DUSTY ELLIOTT|JOSEPH BLACK ELLIOTT

IAPD individual key

2498039

• Occurred

  Mar 4, 2026
  Advisor changed firm

  Joseph Black Elliott left Lpl Financial Llc for Independence Square Holdings, Llc (registered 2019-07-02)

  Form ADVobserved 5 days ago
• Occurred

  Feb 2, 2026
  Advisor owns new adviser

  Joseph Black Elliott, registered through Independence Square Holdings, LLC (King OF Prussia, PA), is a direct owner of Isq Capital, an adviser first registered 2026-02-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46c4b47f-9da1-beb6-2620-2ccfe227382f

First observed

May 25, 2012

Last observed

Sep 14, 2026 6 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.