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Independence Square Holdings, LLC CRD 300139
$1.83B regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-07 |
Branch Locations
777 Main Street Suite 600, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2011 | 04/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2011 | 04/2022 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 04/2022 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-18 |
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