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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 | 2020-01-13 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | King Of Prussia | PA | 02/2013 | Present |
| Private Advisor Group, Llc | King Of Prussia | PA | 02/2013 | 01/2020 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 08/2019 | Present |
1. 01/15/2014 - NO BUSINESS NAME - INV REL - Act in a Fiduciary Capacity - 2% TIME SPENT - Mother 2. 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. 3. 9/19/2019 - Private Advisor Group - DBA: (hybrid) Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 10 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. 9/19/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 10 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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