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Holly Marie Workman

Certuity, LLC

North Palm Beach, FL

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Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-21
  • FL RA
    APPROVED
    Since 2025-02-21

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Polen Capital Management, Llc Boca Raton FL 10/2018 06/2021
Foreside Funds Distributors Llc Boca Raton FL 12/2018 06/2021
University Of Georgia Athens GA 07/2016 07/2018
Certuity, Llc North Palm Beach FL 01/2022 Present
Unemployed Palm Beach Gardens FL 06/2021 12/2021
  • 10/2018 → 06/2021
    Polen Capital Management, Llc
    Boca Raton, FL
  • 12/2018 → 06/2021
    Foreside Funds Distributors Llc
    Boca Raton, FL
  • 07/2016 → 07/2018
    University Of Georgia
    Athens, GA
  • 01/2022 → Present
    Certuity, Llc
    North Palm Beach, FL
  • 06/2021 → 12/2021
    Unemployed
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Other Names
  • Holly Marie Workman
  • Holly Workman

View on SEC IAPD

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