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Advisor at INDEPENDENCE SQUARE HOLDINGS, LLC
Boca Raton, FL | KING OF PRUSSIA, PA
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 |
|---|---|---|---|---|---|---|
| INDEPENDENCE SQUARE HOLDINGS, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | KING OF PRUSSIA, PA|Boca Raton, FL | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Feb 7, 2019 | Oct 6, 2023 | no | Ardmore, PA|JUPITER, FL|Boca Raton, FL | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 2, 2016 | Apr 10, 2019 | no | KING OF PRUSSIA, PA|MORRISTOWN, NJ | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Oct 17, 2007 | Aug 15, 2016 | no | CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | Oct 6, 2023 | Jan 1, 2026 | 818 | Firm change after gap | Ibd to RIA |
| PRIVATE ADVISOR GROUP, LLC | BLACKRIDGE ASSET MANAGEMENT, LLC | Apr 10, 2019 | Feb 7, 2019 | -62 | Firm change after gap | RIA to RIA |
| RBC CAPITAL MARKETS, LLC | PRIVATE ADVISOR GROUP, LLC | Aug 15, 2016 | Aug 2, 2016 | -13 | Firm change | Other |