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Miranda Renee Mumma

Holland Advisory Services, Inc.

Ormond Beach, FL

CRD 7179758

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Employer firm

Holland Advisory Services, Inc. CRD 136302

$308M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • FINANCIAL ADVICE

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

Current Employers
Holland Advisory Services, Inc.

700 West Granada Boulevard, Ormond Beach, FL 32174-9036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-24
FL RA APPROVED 2019-09-20
  • TX RA
    APPROVED_RES
    Since 2021-09-24
  • FL RA
    APPROVED
    Since 2019-09-20

Branch Locations

700 W. Granada Boulevard, Ormond Beach, FL 32174 • 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
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
  • 05/2018 → Present
    Holland Financial, Inc.
    Ormond Beach, FL
  • 12/2016 → 05/2018
    Wells Fargo Bank, N.A.
    Ormond Beach, FL
  • 12/2014 → 12/2016
    Wells Fargo Bank, N.A.
    Ormond Beach, FL
  • 03/2014 → 12/2017
    Panera Bread Company
    Ormond Beach, FL
  • 05/2018 → Present
    Holland Advisory Services, Inc.
    Ormond Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-13
  • S65 Uniform Investment Adviser Law Examination
    2019-09-13
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

STORMS & ROWDON FINANCIAL SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC

Nearby Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock

Nearby Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL

More in Ormond Beach, FL

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