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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-03 |
Branch Locations
150 S Warner Rd Ste 402, King Of Prussia, PA 19406-2859 • United States
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-16 |
| TX | RA | APPROVED_RES | 2020-01-14 |
Branch Locations
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 | King Of Prussia | PA | 07/2002 | Present |
| Private Advisor Group, Llc | King Of Prussia | PA | 04/2012 | 01/2020 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 08/2019 | Present |
1. 10/7/2019 - 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. 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. 3. 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. 4. 6/14/2021 - Plan Advocate - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 08/08/2023 - Various - Investment Related - At Reportable Business Location - Agent Non-Variable Insurance - Start Date 01/01/2020 - 15 Hours Per Month 10 Hours During Trading 6. 02/01/2024 - Milanek Family Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/21/2022 - 160 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-08 |
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