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North Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kusty's Restaurant | Manchester | PA | 06/2017 | 02/2018 |
| Unemployed | Manchester | PA | 11/2014 | 05/2017 |
| Ymca Of York And York County | York | PA | 10/2017 | 08/2021 |
| Katapult Engineering | Dillsburg | PA | 05/2022 | 12/2023 |
| Savant Wealth Management | Hanover | PA | 07/2024 | 02/2026 |
| Holden Family Office, Llc | North Palm Beach | FL | 02/2026 | Present |
| Full-Time Education | Charleston | WV | 08/2021 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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