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150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-06 |
Branch Locations
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Conshohocken | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 02/2019 |
| Ameriprise Financial Services, Inc | Conshohocken | PA | 02/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Conshohocken | PA | 03/2020 | 06/2024 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 07/2024 | Present |
Business Ownership; Hunting Cabin; Armagh Township Mifflin County, Milroy, PA, 17063; Investment-Related, No; 12/02/2020; 0 hours per month; 0 during trading hours. Insurance: Various Insurance brokers. 150 South Warner Rd. Suite 300, King of Prussia, PA 19406; Investment Related, Yes; 07/2024; 160 per month; 160 during trading hours. Independence Square Advisors: DBA Name; 150 South Warner Rd. Suite 300 King of Prussia, PA 19406; Investment Related, Yes; Investment Adviser Representative; 07/2024 160 per month; 160 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-14 |
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