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

Aug 14, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 14, 1998

First registration

Jan 29, 2010

Dual registered

no

Other names

CHRISTOPHER BARTLEY LUNDMARK|Christopher Lundmark

IAPD individual key

3022544

• Occurred

  Jun 24, 2024
  Advisor changed firm

  Christopher Bartley Lundmark left Ameriprise Financial Services, Llc for Independence Square Holdings, Llc (registered 2024-08-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62add1ea-f2cf-b189-e175-b98cf5381051

First observed

Jan 29, 2010

Last observed

Sep 14, 2026 7 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.