Curtis William Holland

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 07/2017
  Student
  Vienna, VA
• 08/2017 → 07/2018
  Coastal Carolina University
  Conway, SC
• 08/2018 → 05/2021
  College Student At Virginia Tech
  Blacksburg, VA
• 07/2021 → 04/2022
  Global Advisor Group
  Reston, VA
• 11/2020 → 01/2021
  Lpl Financial Llc
  Reston, VA
• 04/2022 → 05/2025
  Hopwood Financial Services, Inc.
  Reston, VA
• 06/2025 → Present
  Lincoln Financial Distributors
  Fort Wayne, IN
• 01/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2023-05-03 → 2025-06-06
  Hopwood Financial Services, Inc.
  Reston, VA
  Falls Church, VA

Other Businesses

1.) PUBLIC PARTNERSHIPS - 8/1/2016 - 2420 Barbour Road, Falls Church, VA 22043 - Mentor, Assist in the caretaking of an adult with special needs, including eating/socializing and broad development, Not Invt Rel, Mentoring, 24 hrs/mo; 0 hrs/mo (during trading hours). 2.) LINCOLN FINANCIAL - 4/1/2025 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Consulting/Sales, Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours) 3.) TLG ADVISORS - 1/2/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-19
• S65 Uniform Investment Adviser Law Examination
  2023-03-17

Designations

• Certified Financial Planner