Michael Vaughn Holm

Current Employers

Employment History

• 07/2015 → Present
  Transamerica Financial Advisors, Inc
  Las Vegas, NV
• 01/2015 → Present
  World Financial Group, Inc.
  Las Vegas, NV
• 07/2014 → Present
  Monte Holm Amp; Associates
  Saint George, UT
• 12/2012 → Present
  Steijum Consulting Llc
  Washington, UT
• 12/2014 → 10/2018
  M2 Enterprizes
  Washington, UT
• 05/2017 → 09/2025
  Alive And Well
  St. George, UT
• 11/2018 → Present
  Holm Empire Llc
  St George, UT
• 01/2025 → Present
  Sovereign Wealth
  St George, UT
• 11/2025 → Present
  Faoc - Financial Advisor On Call
  Largo, FL

Previous Registrations

• 2007-01-19 → 2010-05-27
  Investment Advisors International, Inc.
  St. George, UT
  St. George, UT
  Johns Creek, GA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MONTE HOLM AMP; ASSOCIATES/INVESTMENT RELATED - NO/PO BOX 912020#10;SAINT GEORGE, UT 84791#10;4356560900/GENERAL FARMING AMP; RANCHING. THIS BUSINESS OWNS A RANCH IN SOUTHERN UTAH AMP; IS UNDER DEVELOPMENT TO HAVE HORSE FACILITIES AND ALFALFA PRODUCTION./CONSULTANT/07.2014/80/80/I HELP ORGANIZE MY DADS SCHEDULE AND MAKE SURE HE IS ABLE TO BE WHERE HE NEEDS TO BE. I ALSO CONSULT WITH HIM ON HIS RANCH FOR FARMING. I PUT TOGETHER PLANS AMP; RESEARCH FIELD GRASSES THAT WILL GROW BEST AMP; SPRINKLER SYSTEMS TO INSTALL TO WATER THOSE FIELDS. I PUT TOGETHER AMP; RESEARCH PLANS FOR HIS HORSE FACILITY AND FARMING EQUIPMENT. I CONSULT ON INFRASTRUCTURE FOR THE WATER SYSTEMS AMP; SEWAGE SYSTEMS.#10;#10;STEIJUM CONSULTING LLC/INVESTMENT RELATED - NO/1031 SOUTH BLUFF STREET#10;SUITE 107#10;ST GEORGE, UTAH 84770/WE CONSULT WITH BUSINESSES TO BETTER THEIR BUSINESS SYSTEMS. EVERYTHING FROM PAYROLL, TO MENTALITY COACHING. WE GO IN AND ASSESS THE COMPANY, FINDING THE PITFALLS AND PUT TOGETHER A PLAN TO IMPLEMENT A SYSTEM TO FILL ANY GAPS IN THEIR BUSINESS./DIRECTOR/12.2012/20/20/I SIT DOWN WITH BUSINESS OWNERS AND CONSULT WITH THEM ABOUT BETTERING THEIR BUSINESS SYSTEMS. I HELP THEM UNDERSTAND THE IMPORTANCE OF SYSTEMS TO RUN THEIR BUSINESSES.#10;#10;M2 ENTERPRIZES/INVESTMENT RELATED - NO/178 WEST 3830 SOUTH#10;WASHINGTON, UT 84780#10;435.862.6561/WE CONSULT WITH BUSINESSES ON THEIR BUSINESS SYSTEMS, IMPROVING PRODUCTIVITY ETC./PRESIDENT/12.2014/10/10/MAKE SURE THE BUSINESS OPERATIONS RUN SMOOTHLY. HANDLE THE FINANCES OF THE BUSINESS.#10;#10; Holm Empire LLC/approved with restrictions/308 West Tabernacle, St George UT 84770/investments related: no/This is a pass through corporation used for tax purposes/owner/2 hrs per month during securities trading CHASE TREASURES POSITION: Owner NATURE: I am putting a case containing cash and valuables hidden somewhere and customers will pay to get GPS coordinates to go find it. Similar to geo cashing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 616 South 300 East, St George UT 84790, United States DESCRIPTION: None really, I hide a case containing valuables, people pay to get coordinates and try and find it. It's all automated. SOVEREIGN WEALTH POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2479 s 3210 e, St George UT 84790, United States DESCRIPTION: None FAOC - FINANCIAL ADVISOR ON CALL POSITION: Technology Consultant NATURE: Technology services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 801 West Bay Drive Largo, Largo FL 33770, United States DESCRIPTION: FAOC is a technology and education company. They have an online business designed primarily for employees. The concept is that the employer adds FAOC to their benefits package, the employee gets access to the FAOC website with lots of calculators and educational videos etc. I have been approached by this company to consult with them on making their product better. My title would be technology consultant. My role would be all internal for the company to help their development team make their product more user friendly and help get it positioned to scale. I would not have any involvement with their customers or make sales ect. FAOC is not a broker dealer, not an RIA, does not give financial advise, it is strictly a technology and education software sales company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-01
• S63 Uniform Securities Agent State Law Examination
  2015-07-15