DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Erik Clifford Lindholm

Independence Square Holdings, LLCindependent RIAKing Of Prussia, Padual registrantIAPD 2624238

Feed of 09/14/2026

At current firm

6 y

since Jan 13, 2020

In the industry

30 y

since Jan 22, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedindsquare.comfirm site, Sep 15, 2026
Professional profile: indsquare.com/people-erik-lindholmreportedindsquare.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Independence Square Holdings, LLC independent RIA current
since Jan 13, 2020 · King Of Prussia, Pa
Private Advisor Group, LLC BD affiliated
Dec 9, 2016 to Jan 14, 2020 · King Of Prussia, Pa
Ameriprise Financial Services, LLC national BD
Oct 5, 2009 to Dec 13, 2016 · Conshohocken, Pa
Ameriprise Advisor Services, Inc. unclassified
Jun 30, 2003 to Oct 5, 2009 · Wayne, Pa
Choreo, LLC independent RIA
Oct 17, 2002 to Jul 10, 2003 · Wayne, Pa

Moves

a registration end followed by a registration begin elsewhere

Private Advisor Group, LLC to Independence Square Holdings, LLC
left Jan 14, 2020, registered Jan 13, 2020 (-1 days) · RIA to a newly registered adviser · moved with a team
Ameriprise Financial Services, LLC to Private Advisor Group, LLC
left Dec 13, 2016, registered Dec 9, 2016 (-4 days) · Other
Ameriprise Advisor Services, Inc. to Ameriprise Financial Services, LLC
left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
Choreo, LLC to Ameriprise Advisor Services, Inc.
left Jul 10, 2003, registered Jun 30, 2003 (-10 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address