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William Cooper Holder

Holder & Company, Inc.

Princeton, MA

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Current Employers
Holder & Company, Inc.

Princeton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1994-04-14
  • MA RA
    APPROVED
    Since 1994-04-14

Branch Locations

Princeton, MA • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holder & Company, Inc. Princeton MA 07/1984 Present
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-06-11
  • S63 Uniform Securities Agent State Law Examination
    1997-06-11
Designations

View on SEC IAPD

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