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150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Boca Raton, FL • United States
3 disclosure categories 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 | 08/2016 | 02/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2016 | 02/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 02/2019 | 05/2021 |
| Blackridge Asset Management | Williamsville | NY | 02/2019 | 10/2023 |
| Independence Square Holdings, Llc | Boca Raton | FL | 10/2023 | Present |
1) Independence Square Holdings, LLC DBA Independence Square Advisors; Investment Related: Yes; 150 South Warner Road, King of Prussia, PA 19506; Investment Adviser Representative for an Registered Investment Adviser; Financial Advisor; Start Date: 10.06.2023; 160 hrs. per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-13 |
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