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David Albritton Holton

Edward Jones

Columbia, SC

CRD 7227203

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-13
SC RA APPROVED 2020-07-27
  • TX RA
    APPROVED_RES
    Since 2023-07-13
  • SC RA
    APPROVED
    Since 2020-07-27

Branch Locations

113 Barton Creek Court Suite B, Columbia, SC 29229-0000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2020 Present
Alliance Group Charlotte NC 09/2018 02/2020
Combined Insurance Chicago IL 11/2017 09/2018
Chick Fil A Greenville SC 02/2017 11/2017
Elmwood Church Of God Columbia SC 02/2016 02/2017
  • 02/2020 → Present
    St Louis, MO
  • 09/2018 → 02/2020
    Alliance Group
    Charlotte, NC
  • 11/2017 → 09/2018
    Combined Insurance
    Chicago, IL
  • 02/2017 → 11/2017
    Chick Fil A
    Greenville, SC
  • 02/2016 → 02/2017
    Elmwood Church Of God
    Columbia, SC
Other Businesses

"Rental Property Type of business: Rental House Simpsonville, SC Start date: 7/15/2010 Owner Hours per week: 0 Hours during trading: 0 I have a management company"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-21
  • S66 Uniform Combined State Law Examination
    2020-07-21

View on SEC IAPD

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