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 22, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S66

First exam

Jan 22, 2004

First registration

Feb 11, 2008

Dual registered

yes, broker-dealer

Other names

SHANE SMITH|SHANE PATRICK SMITH|Shane P Smith

IAPD individual key

4732333

Graph

RIA / Wealth Management

Canonical id

dfx:ria:583c9f36-71ab-6c08-2ced-106e36c94883

First observed

Feb 11, 2008

Last observed

Sep 15, 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.