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.

Current firm

SLOY, DAHL & HOLST, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 25, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

38derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

May 25, 1983

First registration

Jun 29, 2017

Dual registered

no

Other names

JIM HOLST

IAPD individual key

1007503

• Occurred

  Aug 25, 2022
  Advisor changed firm

  James Craig Holst left Smart Investor, Llc for Hallett Advisors (registered 2019-11-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6735ae69-da1f-2fee-cdcc-afa4e518b184

First observed

Jun 29, 2017

Last observed

Sep 14, 2026 5 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.