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Joshua Matthew Holden

Prospera Financial Services, Inc.

Prosper, TX

CRD 5585299

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Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Prospera Financial Services, Inc.

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-10
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

Prosper, TX • 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
Euro Pacific Capital, Inc. Scottsdale AZ 04/2013 01/2017
Fisher Investments Camas WA 02/2017 01/2025
Prospera Financial Services Inc Dallas TX 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-03
S66 Uniform Combined State Law Examination 2013-10-16
  • S63 Uniform Securities Agent State Law Examination
    2025-12-03
  • S66 Uniform Combined State Law Examination
    2013-10-16
Other Names
  • Joshua Holden

View on SEC IAPD

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