Monica Anne Pedano

Current Employers

Employment History

• 02/2013 → Present
  Lpl Financial Llc
  King Of Prussia, PA
• 02/2013 → 01/2020
  Private Advisor Group, Llc
  King Of Prussia, PA
• 08/2019 → Present
  Independence Square Holdings, Llc
  King Of Prussia, PA

Previous Registrations

• 2013-03-08 → 2020-01-14
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ

Other Businesses

1. 9/18/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 10/24/2019 - The Shipley School - Not Investment Related - 814 Yarrow Street, Bryn Mawr, PA 19010 - Other-Varsity Golf Coach - Start Date: 10/30/2019 - 1 Hour Per Month/0 Hours 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 Holdings, LLC - DBA: (Hybrid) 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 - Provides Investment advice for a fee. 5. 04/27/2021 - PK for MDJ - Other - Politics/Government - Not Investment Related - Wayne, PA - Start Date 04/12/2021 - 5 Hours Per Month/ 0 Hours During Trading 6. 09/06/2022 - Mary B. Pedano T/W FBO Nicolas Pedano Jr. - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee for the Nicholas Pedano Jr. - Start Date - 05/01/2017 - 1 Hours Per Month/1 Hours During Securities Trading. 7. 03/14/2024 - Andy Talley Foundation Tee off With Talley Golf Tournament - Non-Profit Board Member - Not Investment Related - Devon, PA - Start Date 03/15/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-03

Other Names

• Monica Anne Pedano
• Monica Anne Brretone
• Monica Pedano Berretone
• Monica A Berretone