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Mark Robert Holdwick

The Monitor Group, Inc.

Martinez, GA

CRD 7425613

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Employer firm

The Monitor Group, Inc. CRD 126576

$167M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
The Monitor Group, Inc.

534 Blackburn Drive, Martinez, GA 30907 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-08-23
TX RA APPROVED 2021-08-18
  • GA RA
    APPROVED
    Since 2021-08-23
  • TX RA
    APPROVED
    Since 2021-08-18

Branch Locations

534 Blackburn Drive, Martinez, GA 30907 • 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
The Monitor Group, Inc. Martinez GA 02/2017 Present
Student Queens NY 08/2012 01/2017
Unemployed Beech Island SC 01/2017 02/2017
  • 02/2017 → Present
    The Monitor Group, Inc.
    Martinez, GA
  • 08/2012 → 01/2017
    Student
    Queens, NY
  • 01/2017 → 02/2017
    Unemployed
    Beech Island, SC
Designations
  • Certified Financial Planner
Other Names
  • Mark Robert Holdwick

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

Anthony G Gallo
CHARLES FRANKLIN BUTLER
Zachary Brice Montgomery

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · Martinez, GA
KINGSVIEW WEALTH MANAGEMENT, LLC · Martinez, GA
BANKERS LIFE ADVISORY SERVICES, INC. · Martinez, GA

More in Martinez, GA

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