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RIA / WealthAdvisorChartered Financial Consultant10 years in industry

PARKER R HOLLAND

Advisor at CAPITAL FINANCIAL ADVISORY GROUP, LLC

APEX, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a4fe406-1552-ca88-5d88-d20b95edc636

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL FINANCIAL ADVISORY GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 5, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66
First exam: Nov 5, 2015
First registration: Nov 5, 2015
Dual registered: no
Other names: PARKER R HOLLAND
IAPD individual key: 6279380

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Oct 17, 2018	n/a	yes	APEX, NC	Current employment
CAPITAL FINANCIAL ADVISORY GROUP, LLC	State registered	Jun 20, 2016	n/a	yes	APEX, NC	Current employment
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	Independent wealth	Aug 3, 2020	Dec 15, 2021	no	Apex, NC\|AUSTIN, TX	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Aug 23, 2016	Jul 31, 2025	no	Apex, NC\|SOUTH WINDSOR, CT	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Nov 5, 2015	Jun 17, 2016	no	APEX, NC\|Schaumburg, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM INVESTMENT MANAGEMENT, INC.	FOUNDATIONS INVESTMENT ADVISORS LLC	Jul 31, 2025	Oct 17, 2018	-2,479	Firm change after gap	RIA to RIA
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	n/a	Dec 15, 2021	n/a	n/a	Departure no registered destination	Departure
WORLD EQUITY GROUP, INC.	CAPITAL FINANCIAL ADVISORY GROUP, LLC	Jun 17, 2016	Jun 20, 2016	3	Firm change	Other

Relationships

Registered with (5)

→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Oct 17, 2018 to presentfactForm ADV
→ CAPITAL FINANCIAL ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jun 20, 2016 to presentfactForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 23, 2016 to Jul 31, 2025factForm ADV
→ FINANCIAL GRAVITY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 3, 2020 to Dec 15, 2021factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Nov 5, 2015 to Jun 17, 2016factForm ADV

Dated events

Occurred
Jul 31, 2025
Advisor changed firm
Parker R Holland left Freedom Investment Management, Inc. for Foundations Investment Advisors Llc (registered 2018-10-17)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a4fe406-1552-ca88-5d88-d20b95edc636
First observed: Nov 5, 2015
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARKER R HOLLAND

Advisor at CAPITAL FINANCIAL ADVISORY GROUP, LLC

APEX, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a4fe406-1552-ca88-5d88-d20b95edc636

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FOUNDATIONS INVESTMENT ADVISORS LLC

Independent wealth

Oct 17, 2018

n/a

yes

APEX, NC

Current employment

CAPITAL FINANCIAL ADVISORY GROUP, LLC

State registered

Jun 20, 2016

n/a

yes

APEX, NC

Current employment

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Independent wealth

Aug 3, 2020

Dec 15, 2021

Apex, NC|AUSTIN, TX

Previous registration

FREEDOM INVESTMENT MANAGEMENT, INC.

Independent wealth

Aug 23, 2016

Jul 31, 2025

Apex, NC|SOUTH WINDSOR, CT

Previous registration

WORLD EQUITY GROUP, INC.

Bd affiliated wealth

Nov 5, 2015

Jun 17, 2016

APEX, NC|Schaumburg, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FREEDOM INVESTMENT MANAGEMENT, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

Jul 31, 2025

Oct 17, 2018

-2,479

Firm change after gap

RIA to RIA

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

n/a

Dec 15, 2021

n/a

Departure no registered destination

Departure

WORLD EQUITY GROUP, INC.

CAPITAL FINANCIAL ADVISORY GROUP, LLC

Jun 17, 2016

Jun 20, 2016

Firm change

Other