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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-20 |
Branch Locations
Delray Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Change Path, Llc | Leawood | KS | 02/2019 | 04/2023 |
| Issachar Capital Group, Llc. | Duluth | GA | 06/2023 | Present |
| Five Rivers Conservation Group | Atlanta | GA | 09/2014 | 01/2019 |
| Horter Investment Management | Cincinnati | OH | 07/2016 | 02/2019 |
| Holman Financial Solutions,Llc. | Duluth | GA | 10/2007 | Present |
HOLMAN FINANCIAL SOLUTIONS, LLC (DBA), INVESTMENT RELATED, 6340 SUGARLOAF PARKWAY, SUITE 200, DULUTH, GA 30097, INSURANCE SALES/FINANCIAL PLANNING, OWNER AND AGENT, SINCE 10/2007, APX 40 HOURS A MONTH DURING TRADING HOURS. TAX REDUCTION STRATEGIES, RAISING DOLLARS FOR REAL ESTATE DEVELOPMENT. ISSACHAR CAPITAL GROUP, LLC., not investment related, same address as above, APX 40 HOURS A MONTH DURING TRADING HOURS, RAISING DOLLARS FOR REAL ESTATE DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-04 |
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