Michael Brian Burchell

Current Employers

Independence Square Holdings, Llc

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-12-18

MD RA
APPROVED

Since 2025-12-18

Branch Locations

2 Village Square Suite 220, Baltimore, MD 21210 • United States

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

Organization	City	State	From	To
Cfg Capital Markets,Llc.	Baltimore	MD	02/2007	07/2019
United Planners' Financial Services Of America A Limited Partner	Scottsdale	AZ	07/2019	06/2021
Wpg Financial Group	Baltimore	MD	08/2019	12/2025
Independence Square Holdings, Llc	Baltimore	MD	12/2025	Present

02/2007 → 07/2019

Cfg Capital Markets,Llc.

Baltimore, MD
07/2019 → 06/2021

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ
08/2019 → 12/2025

Wpg Financial Group

Baltimore, MD
12/2025 → Present

Independence Square Holdings, Llc

Baltimore, MD

Previous Registrations

2021-05-20 → 2025-12-31

Wealth Planning Group

Baltimore, MD

Other Businesses

Independence Square Advisors - Investment Related: Yes - 2 village square, suite 220 Baltimore, MD, USA, 21210 - DBA for Registered Investment Advisor Independence Square Holdings, LLC - Investment Adviser Representative - Start Date: 12/15/2025 - 160 hours per month, all of which are during trading hours - Provides Financial Planning Investment Management services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-04
S63	Uniform Securities Agent State Law Examination	2014-12-22

S65 Uniform Investment Adviser Law Examination

2021-05-04
S63 Uniform Securities Agent State Law Examination

2014-12-22

View on SEC IAPD