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Tucson, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-29 |
| CA | RA | APPROVED | 2020-07-23 |
| OR | RA | APPROVED | 2017-10-16 |
| NV | RA | APPROVED | 2017-10-12 |
| MD | RA | APPROVED | 2017-10-10 |
| CO | RA | APPROVED | 2017-09-22 |
| AZ | RA | APPROVED | 2017-08-22 |
Branch Locations
Kensington, MD • United States
Tucson, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Kensington | MD | 03/2006 | 08/2017 |
| Holton & Kosanke Wealth Management, Llc | Tucson | AZ | 06/2017 | Present |
(1) 2006-Present: Independent insurance agent/Insurance related/Kensington, MD/Independent insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 20% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-06 |
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