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Disclosures

LPL Financial Form CRS

Form ADV Part 3: Client Relationship Summary

Form ADV 2A: Firm Brochure

BY REFERRAL • KING OF PRUSSIA, PA

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial. The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.