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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-06 |
| WI | RA | APPROVED | 2009-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Green Bay | WI | 04/2008 | Present |
| Non-Variable Insurance | Green Bay | WI | 04/2010 | Present |
| Raymond James Financial Services Advisors | Green Bay | WI | 04/2008 | Present |
| 2945 Shawano Ave. Llc | Green Bay | WI | 09/2015 | Present |
| Daniel J Holl Financial Planning S.C. | Green Bay | WI | 10/2013 | 01/2021 |
| Cgh Advisory Group, Llc | Green Bay | WI | 01/2016 | 10/2017 |
| Holl Financial Services S.C. | Green Bay | WI | 01/2021 | Present |
(1) Name of Business: 2945 Shawano Ave. LLC. Address: 2945 Shawano Avenue, Green Bay, WI, 54313, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help Maintain the Property (2) Name of Business: Holl Financial Services S.C. Address: 2945 Shawano Avenue, Green Bay, WI, 54313, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/24/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of this company (3) Name of Business: Holl Financial Services S.C. Address: 2945 Shawano Ave , Green Bay, WI, 54313, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/15/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serivce Exsisting Health Insurance Plans currently in place (4) Name of Business: Holl Financial Services S.C. Address: 2945 Shawano Avenue, Green Bay, WI, 54313, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/05/2008 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Maintain Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-27 |
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