Experience

Independence Square Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Dec 2010 - Present

  Chartered Retirement Planning Counselor Accredited Investment Fiduciary Private Wealth Manager Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Philadelphia Group are separate entities from LPL Financial. For a list of states in which I am registered to do business, please visit. www. thephiladelphiagroup.com.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Financial Advisor

  • Feb 2006 - Dec 2010



PNC

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President and Financial Advisor

  • Jan 1998 - Feb 2006



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Account Executive

  • Oct 1996 - Jan 1998



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Client Services Associate

  • Oct 1995 - Oct 1996



U.S. Congress, Congressman F. James Sensenbrenner

• Legislative Correspondent

  • Sep 1993 - Oct 1995