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

Jan 18, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jan 18, 2000

First registration

Feb 1, 2007

Dual registered

no

Other names

D.B. Geehan

IAPD individual key

4043359

• Occurred

  Apr 12, 2022
  Advisor changed firm

  Daniel B Geehan left Cambridge Investment Research Advisors, Inc. for Independence Square Holdings, Llc (registered 2022-04-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4af6ba28-3dfe-d846-bf7f-c63c9d69378d

First observed

Feb 1, 2007

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.