Joseph Query has been Vice President of Independence Wealth Advisors since January 2020, is not listed as a control person, but directly owns under 5% of the firm.
Independence Wealth Advisors, LLC is an Independence, OH firm with $210M under management, 379 clients and 5 advisers in one office, as of its June 2026 filing.
Joseph Query’s longest registration is the current one, 6 years at Independence Wealth Advisors since 2020. Before joining Independence Wealth Advisors in 2020, Joseph Query was registered through Strategic Wealth Partners, LTD. and Amerivest Investment Management, LLC.
- – present · 6 yearsIndependence, OH · Adviser representative · Firm CRD 306236
- Strategic Wealth Partners, LTD.– · 6 yearsIndependence, OH · Adviser representative · Firm CRD 148586
- Amerivest Investment Management, LLC– · 2 yearsBeachwood, OH · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 2 yearsBeachwood, OH · Adviser representative · Firm CRD 7870
- CCO Investment Services Corp.– · 4 yearsEuclid, OH · Adviser representative · Firm CRD 39550
- Fifth Third Securities, Inc.– · 1 yearCleveland HTS., OH · Adviser representative · Firm CRD 628
- Natcity Investments, Inc.– · 1 yearChagrin Falls, OH · Adviser representative · Firm CRD 17490
- Morgan Stanley– · under a yearColumbus, OH · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Joseph Query is registered as an investment adviser representative in Ohio, since May 2020.
- OhioSince 14 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 1 July 2005 |
| Series 66 | Uniform Combined State Law Examination | 27 June 2005 |
| Series 7 | General Securities Representative Examination | 17 June 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4952284
- Firm
- Independence Wealth Advisors · CRD 306236
- Role
- Vice President
- Office
- 6100 OAK TREE BLVD SOUTH, SUITE 130, Independence, OH 44131
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Query work?
Joseph Query has been Vice President of Independence Wealth Advisors, LLC since January 2020.
Is Joseph Query a financial advisor?
Yes. Joseph Query has a current investment-adviser registration in Ohio, through Independence Wealth Advisors since May 2020.
How many years of experience does Joseph Query have?
Joseph Query has 20 years in the financial industry, since July 2006, across 8 adviser firms.
What exams has Joseph Query passed?
Joseph Query has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in June 2005. FINRA credited Joseph Query with the SIE, which began in October 2018.
Where did Joseph Query work before Independence Wealth Advisors?
Before Independence Wealth Advisors, Joseph Query was registered through Amerivest Investment Management, LLC, January 2013 to February 2015; TD Ameritrade, Inc., January 2013 to February 2015; CCO Investment Services Corp., September 2008 to January 2013; Fifth Third Securities, Inc., September 2007 to September 2008; Natcity Investments, Inc., July 2006 to August 2007; Morgan Stanley, June 2005 to June 2006.
Where is Joseph Query based?
Joseph Query’s registered office is in Independence, OH.
Is Joseph Query registered with FINRA?
No. Joseph Query has no current broker registration.
How can I verify Joseph Query’s record?
Search CRD 4952284 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Query’s full registration record.
