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Princeton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1994-04-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Holder & Company, Inc. | Princeton | MA | 07/1984 | Present |
In May, 2022, William Holder was elected to a two year position as a Trustee of Trust Funds for the Town of Princeton, Massachusetts. Meetings are held in the annex to the Town Hall. The address of Town Hall is 6 Town Hall Drive, Princeton, MA 01541. This is an unpaid volunteer position. Mr. Holder serves along with two other trustees. A portion of the Trustee duties are investment related: the balance consists of reviewing accounting statements, laws and regulations. Mr. Holder estimates that he will be devoting approximately one hour per month to this position. All of these hours are contributed after securities trading hours and on the personal time of Mr. Holder
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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