David S. Pope

LIBERTY SQUARE WEALTH PARTNERS LLC

Bolivia, NC

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CRD#: 4068503

Professional summary

David S. Pope, who also goes by David S Pope, is a registered financial advisor currently at LIBERTY SQUARE WEALTH PARTNERS LLC located in Bolivia, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David S Pope

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David S. Pope's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2025 - Present

LIBERTY SQUARE WEALTH PARTNERS LLC

RIA

CRD#: 332476

Bolivia, NC

Past

February 23, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 23, 2000 - June 23, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BETHLEHEM, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIBERTY SQUARE WEALTH PARTNERS LLC

CRD#: 332476 / SEC#: 801-130895

RIA

Registered Investment Advisory firm - (8/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(5/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/9/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/2000

General Securities Representative Examination

Current Firm

LIBERTY SQUARE WEALTH PARTNERS LLC

CRD#: 332476 / SEC#: 801-130895

RIA

Registered Investment Advisory firm - (8/9/2024 Approved)

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Contact information

Main Address

1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017

Mailing Address

Phone number

(610) 865-5803

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIBERTY SQUARE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/9/2026)

Regulatory assets under management

Total Number of Accounts	1,668
AUM (Assets Under Management)	$ 567,782,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David S. Pope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David S. Pope's CRS (Customer Relationship Summary).

Certified licenses

Experience

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LIBERTY SQUARE WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2025

Series 66

Date: 1/9/2004

Series 63

Date: 2/28/2000

Series 7

Date: 2/21/2000

Current Firm

LIBERTY SQUARE WEALTH PARTNERS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY SQUARE WEALTH PARTNERS LLC

TRUST BUT VERIFY

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