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Donald A. Holyfield

Some features on this profile are disabled
CRD#: 853622
DH

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.

Donald Alfred Holyfield was a registered financial advisor .

Donald is a previously registered financial advisor and started their career in finance in 1978. Donald had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 12, 2011 - December 16, 2014

SEQUOYAH PLANNING

RIA
CRD#: 145654
JASPER, GA
Past

January 8, 2008 - December 31, 2010

SEQUOYAH PLANNING

RIA
CRD#: 145654
WOODSTOCK, GA
Past

August 22, 2005 - December 31, 2007

RESOURCE HORIZONS GROUP LLC

RIA
CRD#: 104368
BALL GROUND, GA
Past

August 22, 2005 - July 19, 2012

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
BALL GROUND, GA
Past

May 2, 2003 - June 21, 2005

PEACHTREE PLANNING CORPORATION

RIA
CRD#: 112787
WOODSTOCK, GA
Past

January 21, 2003 - September 1, 2005

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
WOODSTOCK, GA
Past

January 31, 2000 - September 1, 2005

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 22, 1989 - January 19, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 6, 1989 - September 19, 1989

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 10, 1987 - September 6, 1989

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

June 23, 1982 - September 30, 1987

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 20, 1980 - June 21, 1982

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

June 23, 1978 - August 29, 1980

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/29/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 6/25/1978
Registered Representative Examination

Current Firm

SP
SEQUOYAH PLANNING
SEQUOYAH PLANNING | SEQUOYAH PLANNING LL, LLC | SEQUOYAH PLANNING II, LLC

CRD#: 145654 / SEC#:

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Contact information

Main Address
35 North Main Street Suite A, Jasper, GA 30143
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

SEQUOYAH PLANNING

CRD#: 145654

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