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Thomas Joseph Mchugh

Independence Square Holdings, LLC

King Of Prussia, PA

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Current Employers
Independence Square Holdings, Llc

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-17
  • PA RA
    APPROVED
    Since 2020-01-17

Branch Locations

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • 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
Logan Capital Management Ardmore PA 03/2009 12/2016
Lpl Financial King Of Prussia PA 12/2016 Present
Private Advisor Group, Llc Morristown NJ 12/2016 05/2019
Independence Square Holdings, Llc King Of Prussia PA 08/2019 Present
Previous Registrations
Other Businesses

1. 12/14/2016 - THE PHILADELPHIA GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ KING OF PRUSSIA, PA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-14
  • S65 Uniform Investment Adviser Law Examination
    2014-01-14
Other Names
  • Thomas Joseph Mchugh

View on SEC IAPD

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AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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