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Advisor at HOLDEN FAMILY OFFICE, LLC
HOBE SOUND, FL | NORTH PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HOLDEN FAMILY OFFICE, LLC | State registered | Aug 21, 2024 | n/a | yes | HOBE SOUND, FL|NORTH PALM BEACH, FL | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Jul 3, 2019 | Nov 10, 2022 | no | Jupiter, FL|Jupiter, FL|HEATHROW, FL|West Palm Beach, FL|Fort Lauderdale, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | HOLDEN FAMILY OFFICE, LLC | Nov 10, 2022 | Aug 21, 2024 | 650 | Firm change after gap | Ibd to state RIA |