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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 2020-01-21
  • PA RA
    APPROVED
    Since 2020-01-21

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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-15
  • S66 Uniform Combined State Law Examination
    2015-08-15
Designations
Other Names
  • Zach S Mineur

View on SEC IAPD

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