Heather Holland

Current Employers

Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-28
TX	RA	APPROVED	2025-06-13

FL RA
APPROVED

Since 2026-05-28
TX RA
APPROVED

Since 2025-06-13

Branch Locations

Houston, TX • United States

3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • 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
United Planners Via Trilogy Wealth Management	Scottsdale	AZ	12/2022	04/2023
Dow	Lake Jackson	TX	12/2018	05/2025
Emboldened Boutiques Llc	Galveston	TX	01/2016	12/2018
Holland Real Estate Holdings Llc	Lake Jackson	TX	03/2020	05/2025
Park Avenue Securities	Houston	TX	05/2025	Present
Guardian Life Insurance Company	Houston	TX	04/2025	Present

12/2022 → 04/2023

United Planners Via Trilogy Wealth Management

Scottsdale, AZ
12/2018 → 05/2025

Dow

Lake Jackson, TX
01/2016 → 12/2018

Emboldened Boutiques Llc

Galveston, TX
03/2020 → 05/2025

Holland Real Estate Holdings Llc

Lake Jackson, TX
05/2025 → Present

Park Avenue Securities

Houston, TX
04/2025 → Present

Guardian Life Insurance Company

Houston, TX

Other Businesses

1) Holland Real Estate Holdings LLC, Own a rental property in West Columbia, TX, State Date: 3/1/2022, Address: 212 S Mattson St, West Columbia, TX 77486, 5 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Holland & Co Financial LLC, Tax preparation for individuals and one HOA, Start Date: 1/1/2025, Address: 3215 Maxroy St, Houston, TX 77008, 5 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Dow Chemical, Tax specialist for Dow Chemical. I am in charge of preparing and filing all returns for our southeast region, Start Date: 12/1/2018, Address: 332-TX 332, Lake Jackson, TX 77566, 160 total hours per month; 80 during securities trading hours, Not investment related, 51-75% annual compensation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-14
S66	Uniform Combined State Law Examination	2023-11-03

S65 Uniform Investment Adviser Law Examination

2024-08-14
S66 Uniform Combined State Law Examination

2023-11-03

Other Names

Heather Noelle Holland
Heather Noelle Mikel

View on SEC IAPD