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John J Grimley

Independence Square Holdings, LLC

King Of Prussia, PA

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Current Employers
Independence Square Holdings, Llc

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-24
  • PA RA
    APPROVED
    Since 2021-06-24

Branch Locations

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Private Investor Wayne PA 07/2014 02/2019
Bny Mellon Philadelphia PA 02/2019 06/2021
Independence Square Holdings, Llc King Of Prussia PA 06/2021 Present
  • 07/2014 → 02/2019
    Self-Employed Private Investor
    Wayne, PA
  • 02/2019 → 06/2021
    Bny Mellon
    Philadelphia, PA
  • 06/2021 → Present
    Independence Square Holdings, Llc
    King Of Prussia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-23
S63 Uniform Securities Agent State Law Examination 2001-02-07
  • S65 Uniform Investment Adviser Law Examination
    2021-06-23
  • S63 Uniform Securities Agent State Law Examination
    2001-02-07
Other Names
  • John J Grimley

View on SEC IAPD

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Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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