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

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Aug 24, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S66

First exam

Aug 24, 2007

First registration

Dec 19, 2012

Dual registered

no

Other names

STEVE LLOYD HOLLAND|STEVEN LLOYD HOLLAND|STEVEN LLOYD HOLLAND

IAPD individual key

2171208

• Occurred

  May 14, 2024
  Advisor changed firm

  Steven Lloyd Holland left Mutual Trust Asset Mgmt., Inc. for The Holland Group, Retirement Wealth Advisors, Llc (registered 2025-04-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0f44f6b-d102-5742-e0fb-ef858c24de3a

First observed

Dec 19, 2012

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.