Grant C Holdren

Current Employers

Employment History

• 11/2004 → 12/2019
  Allied Financial Consultants Llp
  Newtown, PA
• 08/2012 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2012 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2020 → Present
  Allied Financial Advisor, Llc
  Newton, PA

Previous Registrations

• 2007-07-05 → 2012-08-08
  Osaic Fs, Inc.
  Newtown, PA
  Newtown, PA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 4/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) THE ESTATES OF WHITEMARSH HILLS HOA, PO BOX 392, FLOURTOWN, PA, BOARD MEMBER OF A NON-PUBLIC ENTITY, TREASURER, 03/01/20, 2/MO, 0/TRADING 3) ALLIED FINANCIAL ADVISORS,LLC, 3 TERRY DRIVE, STE 201A, NEWTOWN, PA, 06/2003, President, Insurance/Benefits/Human Resources, INV REL, 40 HR/MO - 40HR/MO TRADING. 4) BLOCS SCHOLARSHIP LLC, Flourtown PA 19031, 10/2021, MEMBER, Educational scholarship, NIR, 0 HR/MO - 0 HR/MO TRADING 5) JS BENEFITS GROUP, 54 Friends Lane, Newtown PA 18940, 11/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 0 HR/MONTH 0 HR/MONTH TRADING 6) EFFPA, EDUCATORS FIRST FINANCIAL OF PENNSYLVANIA, 649 N Lewis Rd, Royersford PA 19468, 04/2025, PRESIDENT, DBA NAME, INV REL, 20 HR/MO - 20 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-27
• S63 Uniform Securities Agent State Law Examination
  2004-02-20

Designations