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150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-13 |
| PA | RA | APPROVED | 2020-01-13 |
| TX | RA | APPROVED | 2020-01-13 |
Branch Locations
2173 Salk Avenue Suite 250, Carlsbad, CA 92008 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Cardiff | CA | 12/2013 | Present |
| Private Advisor Group, Llc | Cardiff | CA | 12/2013 | 01/2020 |
| Independence Square Holdings, Llc | Cardiff | CA | 08/2019 | 10/2019 |
| Independence Square Holdings, Llc | Carlsbad | CA | 08/2019 | Present |
1. 01/30/2018 - Brenton Stransky Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/19/2018 - 0 Hours Per Month. 2. 10/7/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for PL business) - Start Date: 11/01/2019 - 160 Hours Per Month During Securities Trading. 3. 1/24/2020 - Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 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. 1/24/2020 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 04/18/2023 - Ad Astra - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 03/09/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 08/07/2023 - Brenton Stransky Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - AtReported Business Location(s) - Start Date 01/19/2018 - 0 Hours Per Month/ During Trading 7. 01/29/2024 - Other - Author - Author - Not Investment Related - Home Based - Start Date 01/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
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