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Brooke Nicole Holden

Disciplined Equity Management, Inc.

Neptune Beach, FL

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Current Employers
Disciplined Equity Management, Inc.

200 1St Street Suite 204, Neptune Beach, FL 32266 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-26
TX RA APPROVED 2026-08-12
  • FL RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

200 1St Street Suite 204, Neptune Beach, FL 32266 • 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
Ameriprise Financial Services, Llc Brighton MI 05/2020 10/2020
Appreciation Financial Ii Las Vegas NV 09/2019 04/2020
Michigan Financial Companies Southfield MI 06/2019 08/2019
Ruby Tuesday Okemos MI 05/2013 09/2018
Delta Dental Plan Of Michigan Okemos MI 09/2016 07/2017
Michigan State University East Lansing MI 05/2014 08/2019
Jaffe Tilchin Wealth Management Tampa FL 11/2020 12/2021
Lpl Financial Llc Fort Mill SC 12/2021 03/2025
Independent Financial Partners Tampa FL 04/2025 07/2026
Disciplined Equity Management, Inc. Neptune Beach FL 08/2026 Present
  • 05/2020 → 10/2020
    Ameriprise Financial Services, Llc
    Brighton, MI
  • 09/2019 → 04/2020
    Appreciation Financial Ii
    Las Vegas, NV
  • 06/2019 → 08/2019
    Michigan Financial Companies
    Southfield, MI
  • 05/2013 → 09/2018
    Ruby Tuesday
    Okemos, MI
  • 09/2016 → 07/2017
    Delta Dental Plan Of Michigan
    Okemos, MI
  • 05/2014 → 08/2019
    Michigan State University
    East Lansing, MI
  • 11/2020 → 12/2021
    Jaffe Tilchin Wealth Management
    Tampa, FL
  • 12/2021 → 03/2025
    Lpl Financial Llc
    Fort Mill, SC
  • 04/2025 → 07/2026
    Independent Financial Partners
    Tampa, FL
  • 08/2026 → Present
    Disciplined Equity Management, Inc.
    Neptune Beach, FL
Previous Registrations
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SHORELINE EQUITY PARTNERS, LLC
J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DONALD VINCENT DAVEY
Ian J Baptiste
Randall Levi Nakamura
Kyle S Leiser
GARY CHRISTOPHER THOMPSON
Austin Hnath
Nicholas Barulic
KAI-TING CHEEK

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEPTUNE BEACH, FL
SHORELINE EQUITY PARTNERS, LLC · NEPTUNE BEACH, FL
J. W. COLE ADVISORS, INC. · NEPTUNE BEACH, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Atlantic Beach, FL
EDWARD JONES · NEPTUNE BEACH, FL
J.P. MORGAN SECURITIES LLC · Neptune Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Neptune Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · ATLANTIC BEACH, FL

More in Neptune Beach, FL

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