Richard Paul Holsan

Current Employers

Employment History

• 01/2009 → 04/2023
  Ameriprise Financial Services, Inc.
  Plantation, FL
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Fort Lauderdale, FL
• 04/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2009-02-11 → 2023-05-02
  Ameriprise Financial Services, Llc
  Ft Lauderdale, FL
• 2005-05-17 → 2009-02-05
  Wells Fargo Clearing Services, Llc
  Davie, FL
  Hollywood, FL
  Fort Lauderdale, FL
  Hollywood, FL

Other Businesses

(1)Name of Business: Leeward Financial Group Address: 6550 N Federal Hwy Ste 505, Fort Lauderdale, FL, 33308-1404, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consulting (2)Name of Business: Leeward RPH LLC Address: 2670 N Federal Hwy Ste 2, Lighthouse Point, FL, 33064-6858, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: tax reporting income account (3)Name of Business: LFG TLH Properties, LLC Address: 2670 N Federal Hwy Ste 2, Lighthouse Point, FL, 33064-6858, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Property (4)Name of Business: The Dock Experts Address: 2670 N Federal Hwy, Lighthouse Point, FL, 33064, United States Activity Type: Business Owner Position/Title: Officer - Vice President, Partner, Owner/Proprietor Investment Related: No Start Date: 01/15/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Management, limited involvement (5)Name of Business: The Dock Experts Land Holding Co LLC Address: 2670 N Fed Hwy, Lighthouse Point, FL, 33064, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: review business activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-05
• S63 Uniform Securities Agent State Law Examination
  1989-10-27