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Inactive

Hollina Kay Wadsworth

Hendershott Wealth Management, LLC

Fishers, IN

Bend, OR

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Current Employers
Hendershott Wealth Management, Llc

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-09-04
TX RA APPROVED 2024-09-04
  • OR RA
    APPROVED
    Since 2024-09-04
  • TX RA
    APPROVED
    Since 2024-09-04

Branch Locations

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States

Bend, OR • 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
Morgan Stanley Smith Barney Llc Bend OR 02/2022 04/2022
Baker Boyer Bank Walla Walla WA 04/2016 02/2022
Morgan Stanley Private Bank, N.A. New York NY 07/2022 08/2024
Morgan Stanley Smith Barney Llc Bend OR 04/2022 08/2024
Hendershott Wealth Management, Llc San Jose CA 08/2024 Present
  • 02/2022 → 04/2022
    Morgan Stanley Smith Barney Llc
    Bend, OR
  • 04/2016 → 02/2022
    Baker Boyer Bank
    Walla Walla, WA
  • 07/2022 → 08/2024
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2022 → 08/2024
    Morgan Stanley Smith Barney Llc
    Bend, OR
  • 08/2024 → Present
    Hendershott Wealth Management, Llc
    San Jose, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08
Designations
Other Names
  • Hollina Parker
  • Holly Parker
  • Holly Wadsworth
  • Hollina K Wadsworth

View on SEC IAPD

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LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

NICHOLAS DAVID CATLIN
DANIEL EUGENE GARWOOD
ROY CRAIG BODINUS
BRIAN O. WRIGHT
Joshua Walker
TYLER EDWARD SMITH
BRANDON WAYNE GREGG
John Nelson Duncan

Other Offices

CBG & COMPANY, INC. · FISHERS, IN
WRIGHT PLANNING, LLC · FISHERS, IN
BBK WEALTH LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · FISHERS, IN
LPL FINANCIAL LLC · FISHERS, IN
TRANSAMERICA FINANCIAL ADVISORS, LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · Fishers, IN
CETERA INVESTMENT ADVISERS LLC · Fishers, IN

More in Fishers, IN

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