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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Holden Associates, Inc. | Bloomington | IN | 09/1971 | Present |
| New England Life | Indianapolis | IN | 01/1987 | Present |
| Kestra Advisory Services, Llc | Bloomington | IN | 04/2016 | Present |
| Kestra Investment Services, Llc | Bloomington | IN | 02/2002 | Present |
Business Name: Holden Wealth Management Investment Related: Yes Address: 631 N. Walnut St. Bloomington IN 47404 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner Start Date: 6/1/2001 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: sales and marketingBusiness Name: Holden Rentals, LLC Investment Related: Yes Address: 631 North Walnut Street Apt A and B Bloomington IN 47404 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General tenant management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-17 |
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