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

Kaleb Matthew Burns

Independence Square Holdings, LLCindependent RIAKing Of Prussia, Padual registrantIAPD 5791663

Feed of 09/14/2026

Also filed as Kaleb M Burns

At current firm

4 y

since Aug 11, 2022

In the industry

16 y

since Aug 27, 2010 (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: Chief Compliance Officerreportedindsquare.comfirm site, Sep 15, 2026
Partner or owner: “Kaleb started his career in the banking industry as a head teller and universal banker and then worked his way into the securities industry as a sales assistant, advisor, supervising principal, and now CCO.”reportedindsquare.comthe sentence on the bio page
Years, as the firm states: 11reportedindsquare.com“He has over 11 years experience in the securities industry and over 15 years combined within the financial services industry.”
Professional profile: indsquare.com/people-kaleb-burnsreportedindsquare.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/kaleb-burnsreportedindsquare.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 Aug 11, 2022 · King Of Prussia, Pa
Isq Capital no RAUM
Feb 18, 2026 to Mar 4, 2026 · King Of Prussia, Pa
Citizens Securities, Inc. BD affiliated
Jan 12, 2015 to Jul 3, 2020 · Monroeville, Pa
Santander Securities BD affiliated
Apr 18, 2014 to Jan 13, 2015 · Hershey, Pa
Citizens Securities, Inc. BD affiliated
Apr 24, 2013 to Apr 1, 2014 · Harrisburg, Pa

Moves

a registration end followed by a registration begin elsewhere

Isq Capital to no registered destination
left Mar 4, 2026 · Departure, no registered destination
Citizens Securities, Inc. to Independence Square Holdings, LLC
left Jul 3, 2020, registered Aug 11, 2022 (769 days) · Affiliated broker-dealer or bank to independent RIA
Santander Securities to Citizens Securities, Inc.
left Jan 13, 2015, registered Jan 12, 2015 (-1 days) · Other
Citizens Securities, Inc. to Santander Securities
left Apr 1, 2014, registered Apr 18, 2014 (17 days) · Other

Signals

Kaleb Matthew Burns no longer registered at Isq Capital; no later IA registration on IAPD
Mar 4, 2026 · Advisor departure · fact

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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address