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Advisor at INDEPENDENCE SQUARE HOLDINGS, LLC
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 3, 2022 | n/a | yes | KING OF PRUSSIA, PA | Current employment |
| INDEPENDENCE SQUARE HOLDINGS, LLC | Independent wealth | Jan 14, 2020 | n/a | yes | KING OF PRUSSIA, PA | Current employment |
| INDEPENDENCE SQUARE HOLDINGS, LLC | Independent wealth | Oct 25, 2019 | Nov 1, 2019 | no | KING OF PRUSSIA, PA | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | May 2, 2012 | Jan 14, 2020 | no | WEST CHESTER, PA|MORRISTOWN, NJ|KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | Jan 14, 2020 | Oct 25, 2019 | -81 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155216:300139:PA:2020-01-14 | Jan 14, 2020 | Oct 25, 2019 | KING OF PRUSSIA, PA | Firm change after gap |