David W. Holaday
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David William Holaday was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1999. David had worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 21, 2014 - December 31, 2015
INSPIRE WEALTH MANAGEMENT, LLC
December 2, 2009 - December 15, 2010
FAMILY OFFICE SERVICES, INC.
December 2, 2009 - April 13, 2023
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
November 1, 2000 - November 18, 2009
KESTRA INVESTMENT SERVICES, LLC
July 10, 2000 - November 18, 2009
KESTRA INVESTMENT SERVICES, LLC
July 29, 1999 - July 10, 2000
PRIVATE CONSULTING GROUP, INC.
State Registrations and Notice Filings
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Exams
Current Firm
INSPIRE WEALTH MANAGEMENT, LLC
CRD#: 170977 / SEC#:
Contact information
Red Flags
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