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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 | 2023-08-24 |
Branch Locations
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitemarsh Valley Country Club | Lafayette Hill | PA | 04/2007 | 05/2017 |
| Pnc Bank | Ambler | PA | 08/2016 | 06/2017 |
| Pnc Investments | Pittsburgh | PA | 08/2016 | 06/2017 |
| Keybank | Lansdale | PA | 06/2017 | 02/2021 |
| Key Investment Services Llc | Plymouth Meeting | PA | 06/2017 | 02/2021 |
| Unemployed | Warrengton | PA | 02/2021 | 11/2021 |
| Lpl Financial Llc | King Of Prussia | PA | 12/2021 | Present |
| Independence Square Advisors | King Of Prussia | PA | 11/2021 | Present |
1- 12/14/2021 - USA Hockey League - Referee - Non-Inv Rel - Colorado Springs, CO - Start: 07/2021 - 12 Hrs/Mth - 8 Hrs During Trading. 2- 12/14/2021 - Independence Square Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3- 12/21/2021 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date: 11/2021 - 140 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Independence Square Advisors, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 09/21/2023 - Independence Square Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/29/2021 - 160 Hours Per Month/ 160 Hours During Trading. 5- 09/10/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 6- 01/20/2026 - Independence Square Advisors - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/23/2025 - 160 hours per month/ 8 hours during trading 7- 04/30/2026 - Milanek Family Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/27/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-04 |
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