John Robert Delp

Current Employers

Employment History

• 04/2011 → Present
  Lpl Financial Llc
  King Of Prussia, PA
• 06/2012 → 01/2020
  Private Advisor Group, Llc
  King Of Prussia, PA
• 08/2019 → Present
  Independence Square Holdings, Llc
  King Of Prussia, PA

Previous Registrations

• 2012-06-26 → 2020-01-14
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
• 2004-02-09 → 2011-04-15
  Wells Fargo Clearing Services, Llc
  Ardmore, PA
  Wyomissing, PA
  Haverford, PA
  Radnor, PA
  Radnor, PA

Other Businesses

1. 08/29/2011: DBA ONLY - JRD WEALTH MANAGEMENT LLC 2. 8/1/2019 - Highland Capital - Investment related - At reported business location(s) - Non-Variable Insurance - Agent - start date: 01/01/2015 - 0 Hours Per Month. 3. 9/18/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 10/7/2019 - JRD Wealth Management LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 04/01/2011 - 0 Hours Per Month/0 Hours During Securities Trading - Entity for commissions for taxes/accounting. 5. 1/24/2020 - Independence Square Holdings, LLC - DBA: (Hybrid) Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Provides Investment advice for a fee. 6. 1/24/2020 - Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-22
• S63 Uniform Securities Agent State Law Examination
  1996-08-15

Other Names

• John R Delp