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700 West Granada Boulevard, Ormond Beach, FL 32174-9036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-24 |
| FL | RA | APPROVED | 2019-09-20 |
Branch Locations
700 W. Granada Boulevard, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holland Financial, Inc. | Ormond Beach | FL | 05/2018 | Present |
| Wells Fargo Bank, N.A. | Ormond Beach | FL | 12/2016 | 05/2018 |
| Wells Fargo Bank, N.A. | Ormond Beach | FL | 12/2014 | 12/2016 |
| Panera Bread Company | Ormond Beach | FL | 03/2014 | 12/2017 |
| Holland Advisory Services, Inc. | Ormond Beach | FL | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
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