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Adam Wiliam Holl

C2 Private Wealth

Novi, MI

Renfrew, PA

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-11
  • PA RA
    APPROVED
    Since 2026-06-11

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

831 Evans City Road, Renfrew, PA 16053 • 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
C2 Private Wealth Renfrew PA 03/2026 Present
Accurate Solution Group Renfrew PA 12/2023 03/2026
Pnc Bank Pittsburgh PA 06/2020 11/2023
University Of Pittsburgh Pittsburgh PA 08/2016 08/2020
Penn Dot Butler PA 06/2017 06/2019
  • 03/2026 → Present
    C2 Private Wealth
    Renfrew, PA
  • 12/2023 → 03/2026
    Accurate Solution Group
    Renfrew, PA
  • 06/2020 → 11/2023
    Pnc Bank
    Pittsburgh, PA
  • 08/2016 → 08/2020
    University Of Pittsburgh
    Pittsburgh, PA
  • 06/2017 → 06/2019
    Penn Dot
    Butler, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-25
  • S65 Uniform Investment Adviser Law Examination
    2026-04-25

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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