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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 | 2026-07-06 |
Branch Locations
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
150 South Warner Road Suite 402, King Of Prussia, PA 19406 • United States
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
100 Talbot Boulevard, Chestertown, MD 21620 • United States
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 |
|---|---|---|---|---|
| Independence Square Holdings, Llc | Chestertown | MD | 07/2023 | 11/2024 |
| Lpl Financial | Chestertown | MD | 07/2023 | 10/2024 |
| Independence Square Holdings, Llc | King Of Prussia | PA | 11/2024 | Present |
| Grand View Farm | Kennedyville | MD | 01/2014 | Present |
| Saw Mill Creek Construction | Worton | MD | 01/2014 | Present |
| Washington College | Chestertown | MD | 09/2020 | 06/2024 |
| Gunston Day School | Centreville | MD | 09/2016 | 06/2020 |
| Isq Capital Llc | King Of Prussia | PA | 06/2026 | Present |
06/2026 - ISQ Capital - DBA for ISQ Capital LLC - Investment Related? Yes, at 150 South Warner Rd. suite 402, King of Prussia, PA 19406 - Start Date: 06/01/2026 - Investment Adviser Representative, Wealth Advisor - 160 hours per month / 8 hours per day during trading hours. 100% of time spent on this activity during trading hours. 11/2024 - Independence Square Advisors - DBA for Independence Square Holdings, LLC - Investment Related? Yes, at 150 South Warner Rd. suite 402, King of Prussia, PA 19406 - Start Date: 11/04/2024 - Investment Adviser Representative, Wealth Advisor - 160 hours per month / 8 hours per day during trading hours. 100% of time spent on this activity during trading hours. 2022 - Michael's Shore Style BBQ - Owner/Operator - Investment related? No - Worton, MD 21678 - Operating business, fielding phone calls, setting up events, cooking, cleaning - Number of hours per month: 10 - Number of hours during securities trading hours: 0 01/2014 - Saw Mill Creek Construction - Investment Related: No - Worton, MD 21678 - Outside 1099/W2 Employment - Part Time Laborer for residential new builds and home renovations - 2% of his time is spent on this outside business activity, not during trading hours - Start Date: - Family owned corporation, owned and operated by Albert Nickerson. 01/2014 - Grand View Farm - Investment Related: No - Kennedyville, MD 21645 - Outside 1099/W2 Employment - Part Time Laborer and equipment operator on a commercial hog and row crop farm - 3% of his time is spent on this outside business activity, not during trading hours - Start Date: 2014 - One of Michael's family members has partial interest in this farm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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