Jesse Levy

Current Employers

Employment History

• 12/2015 → Present
  Lpl Financial Llc
  King Of Prussia, PA
• 01/2016 → 01/2020
  Private Advisor Group, Llc
  King Of Prussia, PA
• 08/2019 → Present
  Independence Square Holdings, Llc
  King Of Prussia, PA

Previous Registrations

• 2016-01-07 → 2020-01-14
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
• 2013-08-23 → 2015-12-24
  Ubs Financial Services Inc.
  Princeton, NJ
• 2011-07-12 → 2013-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ

Other Businesses

1. 10/7/2019 - 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. 2. 1/24/2020 - 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. 3. 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. 4. 08/08/2022- No Business Name- Investment Related- At Reported Business Location(s)-Non-Variable Insurance- Insurance Agent- Start Date- 12/18/2015- 160 Hours Per Month/ 160 Hours During Securities Trading 5. 10/31/2022 - Uber - Not Investment Related - Pennsylvania - Outside/W-2 Employment - Ride Sharing Driver - Start Date: 09/30/2022 - 40 Hours Per Month/0 Hours During Securities Trading. 6. 10/31/2023 - Young Insurance Services - Non-Variable Insurance -Health Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) -Start Date 11/01/2023 - 16 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-11