AH
Angela W. Holland
ATCAP PARTNERS
Rockville, MD 20850
Some features on this profile are disabled
CRD#: 3166586
AH
Professional summary
Angela Williams Holland, who also goes by Angela Lynnette Evans, Angie Evans, Angela Lynnette Holland, Angela Lynnette Williams, Angela Williams, is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Rockville, Maryland and ADVISORS PREFERRED LLC located in Rockville, Maryland.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Angela has worked at 8 firms and has passed the Series 63, Series 65, Series 52TO, Series 99TO, Series 79TO, SIE, Series 31, Series 7, Series 6, Series 14, Series 53, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Lynnette Evans | Angie Evans | Angela Lynnette Holland | Angela Lynnette Williams | Angela Williams
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)ATCAP PARTNERS, LLC; ROCKVILLE, MD; COMPLIANCE; INVESTMENT RELATED; MANAGER; START DATE 04/2012; 40 HRS PER MONTH; 40 HOURS DURING TRADING HOURS; SUPPORT THROUGH COMPLIANCE OVERSIGHT OF CORPORATE RIA. 2)ADVISORS PREFERRED, LLC; ROCKVILLE, MD; COMPLIANCE; INVESTMENT RELATED; MANAGER; START DATE 04/2012; 10-20 HRS PER MONTH; 10-20 HOURS DURING TRADING HOURS; COMPLIANCE SUPPORT. 3)INNOVATION X ADVISORS LLC, ROCKVILLE MD, COMPLIANCE; INVESTMENT RELATED; START DATE 07/2022, RIA; 10-20 HRS PER MONTH; 10-20 HOURS DURING TRADING HOURS; COMPLIANCE OFFFICER 4)Clearwater Fan Girl, LLC; non-investment related; 7231 Cadence Court, Columbia, MD, 21046; Sports entertainment fan webpage, social media pages, podcast and promotions; Start date: 08/11/25; 10 hours per month, 0 during business hours; Sole Proprietor;
CRS (Client Relationship Summary) - RIA
Click below to view Angela Williams Holland's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 8, 2013 - Present
ATCAP PARTNERS, LLC
Office #1: 1445 Research Boulevard #530, Rockville, MD 20850RIA
CRD#: 158214
Rockville, MD
Current
June 6, 2018 - Present
ADVISORS PREFERRED LLC
Office #1: 1445 Research Boulevard #530, Rockville, MD 20850RIA
CRD#: 157980
Rockville, MD
Current
April 9, 2012 - Present
CEROS FINANCIAL SERVICES, INC.
Office #1: 1445 Research Blvd., Ste 530, Rockville, MD 20850BD
CRD#: 37869
Rockville, MD
Past
September 9, 2016 - December 14, 2016
FOOTHILL SECURITIES, INC.
RIA
CRD#: 1027
Columbia, MD
Past
September 9, 2016 - December 14, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
SANTA CLARA, CA
Past
September 13, 2011 - March 30, 2012
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
BETHESDA, MD
Past
August 22, 2011 - March 30, 2012
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
BETHESDA, MD
Past
December 19, 2007 - September 23, 2010
OLD MUTUAL CAPITAL
RIA
CRD#: 131405
BALTIMORE, MD
Past
July 2, 2007 - September 23, 2010
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC.
BD
CRD#: 141375
BALTIMORE, MD
Past
June 9, 2000 - October 18, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ADVISORS PREFERRED LLC
ADVISORS PREFERRED LLC | KENSINGTON ANALYTICS
CRD#: 157980 / SEC#: 801-72430
RIA
Registered Investment Advisory firm - (6/6/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/4/2016)
RR
Alaska(10/4/2016)
RR
Arizona(11/2/2012)
RR
Arkansas(4/8/2016)
RR
California(10/17/2012)
RR
Colorado(10/4/2016)
RR
Connecticut(4/5/2016)
RR
Delaware(12/4/2017)
RR
District of Columbia(12/4/2017)
RR
Florida(4/8/2016)
RR
Georgia(10/17/2012)
RR
Hawaii(10/4/2016)
RR
Idaho(12/4/2017)
RR
Illinois(2/15/2013)
RR
Indiana(10/4/2016)
RR
Iowa(12/4/2017)
RR
Kansas(12/4/2017)
RR
Kentucky(10/4/2016)
RR
Louisiana(10/4/2016)
RR
Maine(4/5/2016)
RR
Maryland(4/9/2012)
IAR
Maryland(4/8/2013)
RR
Massachusetts(4/5/2016)
RR
Michigan(10/4/2016)
RR
Minnesota(10/4/2016)
RR
Mississippi(10/4/2016)
RR
Missouri(10/18/2012)
RR
Montana(12/4/2017)
RR
Nebraska(6/26/2018)
RR
Nevada(10/4/2016)
RR
New Hampshire(10/4/2016)
RR
New Jersey(10/4/2016)
RR
New Mexico(12/4/2017)
RR
New York(10/4/2016)
RR
North Carolina(4/7/2016)
RR
North Dakota(12/4/2017)
RR
Ohio(4/5/2016)
RR
Oklahoma(12/4/2017)
RR
Oregon(10/4/2016)
RR
Pennsylvania(4/8/2016)
RR
Rhode Island(4/5/2016)
RR
South Carolina(4/5/2016)
RR
South Dakota(10/4/2016)
RR
Tennessee(10/4/2016)
RR
Texas(10/22/2012)
RR
Utah(10/4/2016)
RR
Vermont(12/4/2017)
RR
Virginia(4/23/2012)
RR
Washington(10/4/2016)
RR
West Virginia(4/5/2016)
RR
Wisconsin(10/4/2016)
RR
Wyoming(10/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 2/28/2020
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AP
ADVISORS PREFERRED LLC
ADVISORS PREFERRED LLC | KENSINGTON ANALYTICS
CRD#: 157980 / SEC#: 801-72430
RIA
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Contact information
Main Address
1445 Research Boulevard #530, Rockville, MD 20850
Mailing Address
Phone number
(866) 842-3356
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 1,693,540,353 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
