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David S. Pope

Liberty Square Wealth Partners LLC

Bethlehem, PA

Bolivia, NC

CRD 4068503

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Employer firm

Liberty Square Wealth Partners LLC CRD 332476

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Liberty Square Wealth Partners Llc

1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-29
  • NC RA
    APPROVED
    Since 2025-05-29

Branch Locations

1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States

Bolivia, NC • 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
Liberty Square Wealth Partners Llc Bethlehem PA 08/2024 Present
Andalusian Llc Bethlehem PA 05/2021 08/2024
Cvsa Llc Bethlehem PA 01/2002 05/2021
Other Businesses

Self-employed; Not investment-related; Home office; Musical entertainment; Musician; 8/24/2024; 50 hours per month; 0 during trading hours; Keyboardist and vocalist

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
S66 Uniform Combined State Law Examination 2004-01-09
S63 Uniform Securities Agent State Law Examination 2000-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29
  • S66 Uniform Combined State Law Examination
    2004-01-09
  • S63 Uniform Securities Agent State Law Examination
    2000-02-28
Other Names
  • David S Pope

View on SEC IAPD

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