Inactive

Geovanny A. Vega-Zamora

Holder Wealth Management

Claim This Profile

Current Employers

Holder Wealth Management

2504 Galen Drive Suite 105, Champaign, IL 61821 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-20
IL	RA	APPROVED	2022-06-08

TX RA
APPROVED

Since 2024-05-20
IL RA
APPROVED

Since 2022-06-08

Branch Locations

2504 Galen Drive Suite 105, Champaign, IL 61821 • 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
Holder Wealth Management, Inc	Champaign	IL	10/2014	Present

10/2014 → Present

Holder Wealth Management, Inc

Champaign, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-08

S65 Uniform Investment Adviser Law Examination

2022-06-08

Other Names

Geo Vega

View on SEC IAPD

Other Firms

LESTER FINANCIAL GROUP, LLC

STERLING WEALTH MANAGEMENT, INC.

TENET WEALTH PARTNERS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

HORACE MANN INVESTORS, INC.

SERRA VENTURES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

TODD ALLEN LESTER

JAMES ARTHUR PLOEGER

SHARON CHRISTINE ALLEN

Seth Stephen Elam

Pablo Andres Jimenez Zamora

RAYMON MICHAEL BROWN

DALY CHRISTA ANDERSSON

Other Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL

STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL

TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CHAMPAIGN, IL

HORACE MANN INVESTORS, INC. · Champaign, IL

SERRA VENTURES, LLC · CHAMPAIGN, IL

EDWARD JONES · CHAMPAIGN, IL

STATE FARM INVESTMENT MANAGEMENT CORP. · Champaign, IL

More in Champaign, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor