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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-04 |
Branch Locations
19269 Fm 2252, Ste. 200, Garden Ridge, TX 78266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holtman & Co Llc | New Braunfels | TX | 10/2003 | Present |
| Securian Financial Services Inc. | St. Paul | MN | 08/2012 | 12/2018 |
| Minnesota Life | St. Paul | MN | 08/2012 | Present |
| Planto Roe Financial Services | San Antonio | TX | 08/2012 | Present |
| Holtman Financial Services, Inc | New Braunfels | TX | 06/2008 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 12/2018 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 12/2018 | Present |
| World Investments, Inc. | Garden Ridge | TX | 10/2025 | Present |
1. HOLTMAN & CO, LLC;876 LOOP 337, STE 501; NEW BRAUNFELS, TX 78130; NON-INVESTMENT RELATED; ACCOUNTING FIRM, ACCOUNTANT, SENIOR ACCOUNTANT; STARTED 2004; 80 HRS/MO; 80 HRS/MO DURING TRADING;TAX RETURN PREP/BOOKEEPING WORK. 2. HOLTMAN FINANCIAL SERVICES, INC; 876 LOOP 337, BUILDING 501; NEW BRAUNFELS, TX 78130; INVESTMENT RELATED; STARTED 2008, PRESIDENT, INVESTMENT ADVISOR/OUTSIDE INSURANCE; 80H HRS/MO; 80 HRS/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-12 |
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