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

Jesse Levy

Independence Square Holdings, LLCindependent RIAKing Of Prussia, Padual registrantIAPD 2927995
Feed of 09/14/2026
At current firm
6 y
since Jan 13, 2020
In the industry
15 y
since Jul 11, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
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
Partner or owner
“Jesse’s goal is to become a lifetime resource and an essential partner to those who have entrusted him with their financial well-being.”reportedindsquare.comthe sentence on the bio page
Years, as the firm states
20reportedindsquare.com“Jesse Levy is a seasoned financial professional with more than 20 years of experience in the financial services industry.”
Professional profile
indsquare.com/people-jesse-levyreportedindsquare.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
Moves
a registration end followed by a registration begin elsewhere
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
15derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address