Daniel J Morse

Current Employers

Employment History

• 06/2012 → 01/2020
  Private Advisor Group, Llc
  Cherry Hill, NJ
• 08/2010 → Present
  Lpl Financial, Llc
  Cherry Hill, NJ
• 08/2019 → 10/2019
  Independence Square Holdings, Llc
  Cherry Hill, NJ
• 08/2019 → Present
  Independence Square Holdings, Llc
  Cherry Hill, NJ

Previous Registrations

• 2012-06-04 → 2020-01-14
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
  Cherry Hill, NJ
• 2019-10-25 → 2019-11-01
  Independence Square Holdings, Llc
  King Of Prussia, PA
  Cherry Hill, NJ
• 2009-09-10 → 2010-08-24
  Securities America Advisors, Inc.
  Mount Holly, NJ

Other Businesses

1. 8/2/10:No Business Name- NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--SELLING FIXED INSURANCE--10% OF TIME 2. 6/12/12:Highland Capital Brokerage--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--Life, Disability, LTC--10%TimeSpent 3. 6/12/12:Colonial Life--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--5%TimeSpent--Supplemental Benefits 4. 6/12/12:Insurance Solutions, Inc.--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--10%TimeSpent--Health Insurance 5. 6/12/12:ICB--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--1%TimeSpent--LTC Insurance 6. 6/12/12:Kistler Tiffany Benefits--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--2%TimeSpent--Health Insurance 7. 2/8/13:Brokers Insurance Solutions--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--10%TimeSpent--Life, DI, LTC 8. 12/22/14:Morse Enterprises, Inc--Business Entity For Tax/Investment Purposes Only--INV REL--Home Based--Start 12/8/14--240 Hr/Mo;12HoursDuringTrading 9. 12/23/14:Life Brokerage LLC--NonVar.Ins.--INV REL-- AtRept.Bus.Loc(s)--Start 10/27/14--5 Hr/Mo;1HourDuringTrading--Life, DI, LTC 10. 8/12/15:LTCI Partners LLC--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--Start 1/1/14--10 Hr/Mo;HoursDuringTrading-LTC 11. 7/5/16:Global Insurance Solutions Group--NonVar.Ins.--INV REL--2 Bala Plaza, suite 525 Bala Cynwyd PA 19004--Start 5/1/16--2 Hr/Mo;2HoursDuringTrading--Life, DI, LTC 12. 7/21/16:First American Insurance Underwriters--NonVar.Ins.--INV REL--AtRept.Bus.Loc(s)--Start 7/1/16--10 Hr/Mo;1HourDuringTrading--Life, DI, LTC 13. 4/26/17:First American Insurance Underwriters--Invest.Rel--460 Hillside Avenue Needham, MA 02494-- NonVar.Ins.--Started1/1/17--10Hours/Month;1HourDuringTrading--Life, DI, LTC insurance. 14. 10/7/19: Independence Square Advisors--Invest.Rel--AtRept.Bus.Loc(s)--DBAforLPL Bus.(EntityForLPL business)--Started11/01/2019--160Hours/MonthDuringTrading. 15. 1/24/2020:Independence Square Advisors--Invest.Rel--AtRept.Bus.Loc(s)--RIA/DBA--IAR--Start Date: 11/01/2019--160Hours/MonthDuringTrading. 16. 1/24/2020:Independence Square Holdings LLC--Invest.Rel--AtRept.Bus.Loc(s)--RIA/Hybrid--IAR--Started11/1/2019--160Hours/MonthDuringTrading--I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. 17. 10/11/2021 - Financial Independence Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-09
• S63 Uniform Securities Agent State Law Examination
  2007-09-14