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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 | 2020-01-21 |
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 | 07/2015 | Present |
| Private Advisor Group, Llc | King Of Prussia | PA | 11/2015 | 01/2020 |
| The Philadelphia Group | King Of Prussia | PA | 05/2015 | 01/2018 |
| The Philadelphia Group | King Of Prussia | PA | 01/2018 | 01/2020 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 08/2019 | 10/2019 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 08/2019 | Present |
1. 08/12/15-ODYSSEY X LLC/BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/1) FORMED TO DEVELOP A MOBILE APPLICATION FOR TRAVELING - IS NOW JUST AN ENTITY/5%/6310 LIBERTY AVE MASS LANDING, NJ 08330 2. 07/09/2019 - Skycity Holdings Ltd - Investment related - 425 Fayette St #614 Conshohocken, PA 19428 - Business Entity For Tax/Investment Purposes Only - start date:07/01/2019 - 0 hrs/mo - 0 hrs during trading. 3. 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. 4. 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. 5. 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. 6. 4/26/2021 - Skycity Holdings Ltd - Not Investment Related - 425 Fayette St #614 Conshohocken, PA 19428 - Other-Land Investing/Leasing - President/Sole Owner - Start Date: 8/10/2020 - 25 Hours Per Month/5 Hours During Securities Trading. 7. 5/19/2021 - The Plan Advocate - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/13/2021 - 2 Hours Per Month During Securities Trading. 8. 02/05/2024 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer- Start Date - 08/22/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 9. 10/24/2025- No Business name- Other - Author- Not INV Related- Home Based- Start date 09/29/2025- 1 Hour Per Month 10. 10/24/2025- ISQ Capital- Business Entity For Tax/Investment Purposes Only- Not INV Related- At reported business location(s)- Start date 08/01/2025- 30 Hours Per Month- 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-15 |
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