Holden Wayne Florer

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-10-02
OK	RA	APPROVED	2024-09-09
AR	RA	APPROVED	2024-08-12

TX RA
APPROVED_RES

Since 2024-10-02
OK RA
APPROVED

Since 2024-09-09
AR RA
APPROVED

Since 2024-08-12

Branch Locations

750 South Cherokee Suite E, Catoosa, OK 74015 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2024	Present
Haas P&D	Lowell	AR	05/2022	03/2024
Brockenduke Inc	Abilene	TX	06/2021	04/2022
Fedex Ground	Abilene	TX	10/2019	10/2020
360 Turf And Outdoor	Ponca City	OK	04/2019	10/2019
Zips Car Wash	Fayetteville	AR	03/2015	02/2019
Anthony Morton Inc.	Abilene	TX	10/2020	06/2021

03/2024 → Present

Edward Jones

St Louis, MO
05/2022 → 03/2024

Haas P&D

Lowell, AR
06/2021 → 04/2022

Brockenduke Inc

Abilene, TX
10/2019 → 10/2020

Fedex Ground

Abilene, TX
04/2019 → 10/2019

360 Turf And Outdoor

Ponca City, OK
03/2015 → 02/2019

Zips Car Wash

Fayetteville, AR
10/2020 → 06/2021

Anthony Morton Inc.

Abilene, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-09

S66 Uniform Combined State Law Examination

2024-07-09

View on SEC IAPD

Employer firm

Current Employers

Edward Jones

Disclosures

Employment History

Exams

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