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Joshua Neal Holland

Sycamore Financial Planning, LLC

Durham, NC

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Current Employers
Sycamore Financial Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Sycamore Financial Planning, Llc Durham NC 08/2015 Present
Exams
CodeExamDate
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

View on SEC IAPD

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CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

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MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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