Inactive

Lawrence Paul Milford

Holistic Finance LLC

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Current Employers

Holistic Finance Llc

Ninole, HI • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-27
TX	RA	APPROVED	2026-01-21

FL RA
APPROVED

Since 2026-01-27
TX RA
APPROVED

Since 2026-01-21

Branch Locations

Lakeland, FL • United States

Ninole, HI • 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

Organization	City	State	From	To
Ernst & Young Llp	Tampa	FL	01/2011	10/2023
Holistic Finance Llc	Ninole	HI	01/2026	Present
Workplace Options	Raleigh	NC	04/2025	11/2025
Unemployed	Lakeland	FL	11/2023	03/2025

01/2011 → 10/2023

Ernst & Young Llp

Tampa, FL
01/2026 → Present

Holistic Finance Llc

Ninole, HI
04/2025 → 11/2025

Workplace Options

Raleigh, NC
11/2023 → 03/2025

Unemployed

Lakeland, FL

Previous Registrations

2011-09-27 → 2023-10-20

Ernst & Young Investment Advisers Llp

Tampa, FL
2006-01-30 → 2007-01-26

Equitable Advisors, Llc

Tampa, FL

Tampa, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-07-30
S66	Uniform Combined State Law Examination	2005-05-31

S65 Uniform Investment Adviser Law Examination

2011-07-30
S66 Uniform Combined State Law Examination

2005-05-31

Designations

View on SEC IAPD

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