Kaleb Matthew Burns

Current Employers

Employment History

• 12/2014 → 04/2018
  Citizens Securities, Inc.
  Harrisburg, PA
• 04/2018 → 07/2020
  Citizens Securities, Inc.
  Middletown, PA
• 09/2017 → 03/2021
  The Hershey Company
  Hershey, PA
• 02/2021 → Present
  Lpl Financial Llc
  Elizabethtown, PA
• 07/2022 → Present
  Independence Square Holdings, Llc
  Elizabethtown, PA
• 01/2026 → Present
  Isq Capital Llc
  Elizabethtown, PA

Previous Registrations

• 2026-02-18 → 2026-03-04
  Isq Capital
  Elizabethtown, PA
  King Of Prussia, PA
• 2015-01-12 → 2020-07-03
  Citizens Securities, Inc.
  Monroeville, PA
  Middletown, PA
  Harrisburg, PA
  Harrisburg, PA
  Camp Hill, PA
  Middletown, PA
  Monroeville, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Columbus, OH
  Middletown, PA
  Camp Hill, PA
  Harrisburg, PA
  Middletown, PA
  Monroeville, PA
• 2014-04-18 → 2015-01-13
  Santander Securities Llc
  Hershey, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
• 2013-04-24 → 2014-04-01
  Citizens Securities, Inc.
  Harrisburg, PA
  Shippensburg, PA
  Harrisburg, PA
  Carlisle, PA

Other Businesses

1) 7/2022 - DBA for LPL Business (entity for LPL business) - Independence Square Advisors - Investment Related - Prussia, PA 19406-2859 2) 07/12/2022 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - CCO / administrative role only - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3) 07/12/2022 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - CCO / administrative role only - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Independence Square Advisors, an independent investment advisor firm. I started this business activity in 7/2022. 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) 2/15/2023 - Weeusables Consignment Event - Not Investment Related - Landisville, PA - Outside/W-2 Employment - Part Time, Rack Team Manager - Start Date - 03/12/2019 - 5 Hours Per Month/2 Hours During Securities Trading 5) 02/05/2026 - ISQ Capital Partners - Registered Investment Advisor - CCO - Investment Related - At Reported Business Location(s) - Start Date 08/01/2025 - 160 hours per month/ during trading 6) 06/11/2026 - Milanek Family Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/24/2026 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-22
• S63 Uniform Securities Agent State Law Examination
  2010-08-27

Other Names

• Kaleb M Burns