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John Leo Joliat

Branch Capital Management

Holland, MI

CRD 6101111

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Employer firm

Branch Capital Management CRD 281681

$79.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Branch Capital Management

17 W. 10Th Street Suite 160, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

17 W. 10Th Street Suite 160, Holland, MI 49423 • 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
Branch Capital Management Holland MI 04/2011 Present
Previous Registrations
  • 2012-09-19 → 2015-12-31
    Branch Capital Management
    Holland, MI
Other Businesses

SNG Real Estate Holdings, LLC - Owner - real estate investment approximately 1 hour per month during non-trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-14
  • S65 Uniform Investment Adviser Law Examination
    2012-09-14
Other Names
  • Jack L. Joliat

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.

Nearby Investors

MICHAEL JON NAGELVOORT
Joseph Alan Meckley
Steve Lee Townsend

Nearby Offices

LPL FINANCIAL LLC · HOLLAND, MI
EDWARD JONES · HOLLAND, MI
CHARLES SCHWAB & CO., INC. · Holland, MI

More in Holland, MI

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