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Joseph Query

Independence Wealth Advisors, LLC

Independence, OH

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Current Employers
Independence Wealth Advisors, Llc

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-05-14
  • OH RA
    APPROVED
    Since 2020-05-14

Branch Locations

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • 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
Strategic Wealth Partners Independence OH 01/2016 07/2018
Independence Wealth Advisors Independence OH 07/2018 Present
Independence Wealth Advisors, Llc Independence OH 05/2020 Present
  • 01/2016 → 07/2018
    Strategic Wealth Partners
    Independence, OH
  • 07/2018 → Present
    Independence Wealth Advisors
    Independence, OH
  • 05/2020 → Present
    Independence Wealth Advisors, Llc
    Independence, OH
Previous Registrations
  • 2016-01-14 → 2022-02-11
    Strategic Wealth Partners, Ltd.
    Independence, OH
  • 2013-01-09 → 2015-02-05
    Td Ameritrade, Inc.
    Orange Village, OH
  • 2013-01-09 → 2015-02-05
    Td Ameritrade Investment Management, Llc
    Beachwood, OH
  • 2008-09-17 → 2013-01-03
    Citizens Securities, Inc.
    Middlefield, OH
    Chardon, OH
    Cleveland, OH
    Euclid, OH
    Euclid, OH
    Richmond Heights, OH
    Mayfield Heights, OH
    Mayfield Village, OH
    Eastlake, OH
  • 2007-09-04 → 2008-09-11
    Fifth Third Securities, Inc.
    Maple Heights, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland Hts., OH
  • 2006-07-05 → 2007-08-29
    Natcity Investments, Inc.
    Chagrin Falls, OH
  • 2005-06-29 → 2006-06-07
    Morgan Stanley Dw Inc.
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-27
  • S66 Uniform Combined State Law Examination
    2005-06-27
Designations
Other Names
  • Joseph Randolph Query
  • Joseph Randolph Query Iv
  • Jay Query
  • Joseph Randolph Query Iv
  • Joseph Randolph Query

View on SEC IAPD

Other Firms

STRATEGIC WEALTH PARTNERS, LTD.
SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

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