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Advisor at HOLDEN FAMILY OFFICE, LLC
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 | Feb 23, 2026 | n/a | yes | NORTH PALM BEACH, FL | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Dec 17, 2024 | Feb 9, 2026 | no | Hanover, PA|ROCKFORD, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | HOLDEN FAMILY OFFICE, LLC | Feb 9, 2026 | Feb 23, 2026 | 14 | Firm change | RIA to state RIA |