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Petoskey, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED_RES | 2024-04-08 |
| MI | RA | APPROVED | 2022-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Arbor Solutions, Llc | Petoskey | MI | 04/2022 | Present |
| Levitate | Fort Wayne | IN | 11/2019 | Present |
| Shindigz | Fort Wayne | IN | 02/2020 | 06/2021 |
| Petoskey Plastics | Petoskey | MI | 12/2016 | 09/2018 |
| Shindigz | Fort Wayne | IN | 07/2013 | 12/2016 |
| Unemployed | Petoskey | MI | 10/2018 | 10/2019 |
| West Arbor Solutions, Llc | Petoskey | MI | 06/2022 | 12/2023 |
| West Arbor Solutions, Llc | Petoskey | MI | 06/2022 | Present |
| Was Ins, Llc | Petoskey | MI | 12/2023 | Present |
WAS INS, LLC; investment related; Petoskey, MI; insurance sale; agent; 12/2023; 0 hrs/mo; 0 hrs during trading; insurance sales. West Arbor Solutions, LLC, not investment related; Petoskey, MI; business consulting; consultant; 06/2022; 20 hrs/mo; 10 hrs during trading; provide business consulting. WAS INS, LLC; investment related; Petoskey, MI; insurance sale; agent; 06/2022; 0 hrs/mo; 0 hrs during trading; insurance sales. Levitate; not investment related; Fort Wayne, IN; COO/VP of Business Development; 11/2019; 4 hrs/mo; consulting work for strategic communications agency. Mr. Holifield also owns rental properties; not investment related; 5 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
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