David Holdsworth

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bethesda, MD
• 11/2016 → 01/2020
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 01/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 1999-10-01 → 2020-01-10
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
  Bethesda, MD
  Rockville, MD
  Bethesda, MD

Other Businesses

3-D PARTNERSHIP, INVESTMENT RELATED, 33% OWNERSHIP, START: 10/1/1995, 3 HOURS/MONTH, 0 DURING TRADING, REAL ESTATE MANAGEMENT COMPANY.| CONSIDER IT DONE LANDSCAPING, NOT INV RELATED, NORTH POTOMAC, MD, 100% OWNED BY SON, ADVISOR, START: 8/1/2017, 15 HOURS PER MONTH/0 DURING TRADING, DUTIES: ADVISE.;| POWER OF ATTORNEY FOR AUNT, INV RELATED, BERLIN, MD, START: 11/16/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.| HOLDSYWHOLESALE LLC, INV RELATED, NORTH POTOMAC, MD, 50% OWNERSHIP, START DATE: 6/1/23, 10HRS PER MONTH, 0 HRS DURING TRADING;| QUINCEHAVEN HOA, NOT INV RELATED, GATHERSBURG, MD, BOARD OF DIRECTORS, START 5/1/24, 2 HRS PER MONTH, 0 HRS DURING TRADING;| HOLDSWORTH 72 LLC, INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 5/1/24, 0 HRS PER MONTH AND TRADING, FINET PRACTICE;| HOLDSYWHOLESALE LLC DBA HOLDSY TRAILERS RENTALS, NOT INV RELATED, N POTOMAC, MD, 34% OWNERSHIP, START 1/1/25, 5 HRS PER MONTH, 0 HRS DURING TRADING, TRAILER RENTAL;| HOLDSWORTH GP, LLC; INV RELATED; NORTH POTOMAC, MD; 90% OWNERSHIP; START DATE 05/09/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING FORMED TO SELL A $ TO A LLC CLARKSBURG RENTAL PROPERTY- 23620; INV RELATED;CLARKSBURG,MD; RENTAL;100% OWNERSHIP; START DATE: 05/07/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; HOLDSY PLUMBING SERVICES; INV RELATED;NORTH POTOMAC,MD; PLUMBING;90% OWNERSHIP; START DATE: 08/01/2026; 8 HRS PER MONTH; - HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-07
• S63 Uniform Securities Agent State Law Examination
  1991-05-14

Other Names

• David Carl Holdsworth