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Current Employers
Holton & Kosanke Wealth Management, Llc

Tucson, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
NV RA APPROVED 2026-06-01
TX RA APPROVED 2026-06-01
AZ RA APPROVED 2026-03-23
CO RA APPROVED 2026-03-11
MD RA APPROVED 2026-03-11
OR RA APPROVED 2026-03-11
  • CA RA
    APPROVED
    Since 2026-06-01
  • NV RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01
  • AZ RA
    APPROVED
    Since 2026-03-23
  • CO RA
    APPROVED
    Since 2026-03-11
  • MD RA
    APPROVED
    Since 2026-03-11
  • OR RA
    APPROVED
    Since 2026-03-11

Branch Locations

Tucson, AZ • United States

Kensington, MD • 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
Holton & Kosanke Wealth Management, Llc Tucson AZ 03/2026 Present
Full Time Student Kensington MD 01/2016 05/2025
Eaglebank Bethesda MD 05/2025 02/2026
Eaglebank Bethesda MD 05/2024 05/2025
  • 03/2026 → Present
    Tucson, AZ
  • 01/2016 → 05/2025
    Full Time Student
    Kensington, MD
  • 05/2025 → 02/2026
    Eaglebank
    Bethesda, MD
  • 05/2024 → 05/2025
    Eaglebank
    Bethesda, MD
Other Businesses

Isaac Holton; Not investment related; 10604 Maybrook Ave Kensington, Maryland, 20895; Fixed Life and Health Insurance, Disability Insurance; Sole Proprietor; Sole Proprietor; August 1, 2026; Total hours devoted per month 5; Total hours during securities trading hours 5; Prospecting for Life and Disability Insurance business, Selling appropriate policies;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07

View on SEC IAPD

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