Inactive

Joshua Neal Holland

Sycamore Financial Planning, LLC

CRD 5113668

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Employer firm

Sycamore Financial Planning, LLC CRD 159212

$104M regulatory AUM 350 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Sycamore Financial Planning, Llc

1005 Slater Road Suite 320, Durham, NC 27703 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-29
LA	RA	APPROVED	2025-06-30
SC	RA	APPROVED	2018-05-19
NC	RA	APPROVED	2016-10-21

MA RA
APPROVED

Since 2025-07-29
LA RA
APPROVED

Since 2025-06-30
SC RA
APPROVED

Since 2018-05-19
NC RA
APPROVED

Since 2016-10-21

Branch Locations

1005 Slater Road Suite 320, Durham, NC 27703 • 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

Organization	City	State	From	To
Sycamore Financial Planning, Llc	Durham	NC	08/2015	Present

08/2015 → Present

Sycamore Financial Planning, Llc

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-21
S63	Uniform Securities Agent State Law Examination	2014-04-25

S66 Uniform Combined State Law Examination

2014-11-21
S63 Uniform Securities Agent State Law Examination

2014-04-25

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC

BRYANT & BRANNOCK, LLC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MADISON JANECZKO

SAMUEL EDWARD BROTHERTON

Nearby Offices

STRATEGIC ADVISERS LLC · DURHAM, NC

BRYANT & BRANNOCK, LLC. · DURHAM, NC

STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC

More in Durham, NC

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