Eric Wynn Milholland

Current Employers

Employment History

• 05/2009 → 08/2021
  Wells Fargo Advisors Financial Network Llc
  Marysville, OH
• 08/2021 → Present
  Raymond James Financial Services, Inc.
  Marysville, OH
• 08/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Marysville, OH

Previous Registrations

• 2005-07-22 → 2021-08-23
  Wells Fargo Advisors Financial Network, Llc
  Marysville, OH

Other Businesses

(1) Bears Swamp West LLC 18925 Bear Swamp Rd, Marysville, OH, 43040, Rental Real Estate Position/Title: Partner I/R: Yes 05/31/2022 Hours per month devoted to this business: 0-1 HPM trad hrs: 0-1 Duties:My wife, son, daughter-in-law and I have formed an LLC in order to purchase my in-laws AZ condo and rent it back to them while they are still able to travel back and forth between AZ and IN. It helps them out financially to do so. Deed was recorded in Sept., 2022. (2) M21 Holdings LLC 246 W 5th St Ste 102, Marysville, OH, 43040-1293, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 04/21/2016 Hours per month devoted to this business: 2-10 HPM trad hrs: 0-1 Duties:M21 Holdings owns our office building property, and also rents space to other non-securities/investment related businesses. In addition, 2 building lots in Cheboygan, MI area were purchased under M21 Holdings in 2020 for ease of transaction. One lot is in negotiations to be sold to a local friend, the other will be transferred within 1 yr out of M21 Holdings LLC and deeded jointly to my wife and I. (3) M21 Holdings LLC 246 W 5th St, Suite 102, Marysville, OH, 43040, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 04/21/2016 Hours per month devoted to this business: 2-10 HPM trad hrs: 0-1 Duties:M21 Holdings owns our office building property, and also rents space to other non-securities/investment related businesses.\nIn addition, a building lot in Cheboygan, MI area was purchased under M21 Holdings in 2020 for ease of transaction. The intent is to transfer the lot out of M21 Holdings LLC and deeded jointly to my wife and I. I have not gotten around to doing that yet. (4) M3 Capital Advisors LLc 18925 Bear Swamp Rd, Marysville, OH, 43040, Business Owner Position/Title: Other, Officer - President I/R: No 01/01/2024 Hours per month devoted to this business: 2-10 HPM trad hrs: 2-10 Duties:Own 100% of company. This company owns my 39% of Milholland & Mitchell Financial Group LLC (5) Milholland & Mitchell Financial Group LLC 246 W 5th St Ste 102, Marysville, OH, 43040-1293, Support Company - Owner Position/Title: Other I/R: No 01/01/2024 Hours per month devoted to this business: 81+ HPM trad hrs: 2-10 Duties:Partner\nWork in conjunction with Matt Milholland and Joseph Mitchell to successfully operate a financial planning practice in Marysville, OH. My duties include meeting with clients of the firm, assisting employees with operations, and serving as CFO of operations. (6) Milholland Financial Inc. 18925 Bear Swamp Rd, Marysville, OH, 43040, Business Owner Position/Title: Officer - President, Owner/Proprietor I/R: No 01/01/2005 Hours per month devoted to this business: 0-1 HPM trad hrs: 0-1 Duties:60% owner of business with son, Matt Milholland, who owns 40%. Company is former Support Company for RJFS practice. RJFS portion of practice was sold to Milholland & Mitchell Financial Group LLC, and Milholland Financial Inc. is maintained to act as pass-through for sale proceeds. (7) Milholland Financial Inc. 246 W 5th St Ste 102, Marysville, OH, 43040-1293, Support Company - Owner Position/Title: Officer - President I/R: No 01/01/2005 Hours per month devoted to this business: 0-1 HPM trad hrs: 0-1 Duties:60% owner of RJFS related practice, financial advisor advising clients - assets were sold to Milholland & Mitchell Financial Group LLC, but have to maintain corporation to receive cashflow from sale.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  1991-05-14