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Inactive

Nathaniel Frederic Holden

Core Wealth Partners LLC

Meridian, ID

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Current Employers
Core Wealth Partners Llc

576 B Street Suite 2G, Santa Rosa, CA 95401 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-09-28
  • ID RA
    APPROVED
    Since 2022-09-28

Branch Locations

3313 Cherry Lane, #131, Meridian, ID 83642 • 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
Holden Hall Llc Meridian ID 01/2016 11/2022
Holden & Company Llp San Rafael CA 06/2006 12/2018
Hac Certified Public Accountants, Inc. Santa Rosa CA 12/2018 12/2020
Core Wealth Partners Llc Meridian ID 03/2021 Present
  • 01/2016 → 11/2022
    Holden Hall Llc
    Meridian, ID
  • 06/2006 → 12/2018
    Holden & Company Llp
    San Rafael, CA
  • 12/2018 → 12/2020
    Hac Certified Public Accountants, Inc.
    Santa Rosa, CA
  • 03/2021 → Present
    Core Wealth Partners Llc
    Meridian, ID
Previous Registrations
  • 2016-05-27 → 2022-12-31
    Holden Hall Wealth Management
    San Rafael, CA
    Meridian, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-02
  • S65 Uniform Investment Adviser Law Examination
    2016-04-02

View on SEC IAPD

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