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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callahans Bar And Grill | Frederick | MD | 03/2018 | 07/2018 |
| University Of Maryland, College Park | College Park | MD | 08/2018 | 05/2022 |
| Gov Thomas Johnson High School | Frederick | MD | 08/2014 | 05/2018 |
| Holt Advisory Group | Frederick | MD | 07/2022 | 07/2025 |
| Holt Advisory Group | Frederick | MD | 06/2021 | 07/2022 |
| Independent Wealth Network, Inc. | Urbandale | IA | 08/2022 | Present |
| Evergreen Financial Group, Llc (Formerly Holt Advisory Group) | Frederick | MD | 07/2025 | Present |
1) EVERGREEN FINANCIAL GROUP, LLC., DBA INDEPENDENT WEALTH NETWORK, LLC; INVESTMENT RELATED; 6 WEST 2ND ST., SUITE F, FREDERICK, MD 21701; INVESTMENT ADVISER REPRESENTATIVE AND ADMINISTRATOR; 07/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; INVESTMENT ADVISER REPRESENTATIVE 2) INDEPENDENT WEALTH NETWORK, INC.; INVESTMENT RELATED; 2350 128TH ST., URBANDALE, IA 50323; INVESTEMENT ADVISER REPRESENTATIVE; 08/2022; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; INVESTMENT ADVISER REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-19 |
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