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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-18 |
| CO | RA | APPROVED | 2013-05-29 |
Branch Locations
550 S Wadsworth Blvd Suite 401, Lakewood, CO 80226 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holst Financial, Inc. Dba Fuel Financial, Inc | Lakewood | CO | 10/2010 | Present |
| Royal Fund Management, Llc Dba Jo-Ann Holst Advis. Dba Jh Advis. | Littleton | CO | 05/2013 | Present |
| Jholst Designs | Littleton | CO | 10/2024 | Present |
1)(10/2010-PRESENT) HOLST FINANCIAL, INC. (DBA FUEL FINANCIAL, INC.) - SELL LIFE, HEALTH INSURANCE ALSO FIXED ANNUITIES AND AN OCCASIONAL MEDICARE SUPPLEMENT 2) 03/2004 JO-ANN E. HOLST INDEPENDENT INS. AGENT; LONGMONT, CO; INVESTMENT RELATED; ACCIDENT & HEALTH, LIFE 3) 10/2024 jHolst Designs; Owner; Non Investment Related; 11347 West Dumbarton Drive, Littleton, CO 80127; 40 hours/month; 0 during trading hours ; Making glass and fiber arts and crafts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-10 |
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