DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Douglas Bryan Holder
Certified Financial Planner
Feed of 09/14/2026
Also filed as D. Bryan Holder
At current firm
6 y
since Oct 24, 2019
In the industry
27 y
since May 18, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Oct 24, 2019 · Lafayette, In
- Advantage Investment Management, LLC formerMay 5, 2009 to Dec 31, 2019 · West Lafayette, In
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJul 21, 2003 to Jul 31, 2012 · West Lafayette, In
- Walnut Street Advisers Inc unclassifiedAug 20, 2001 to Jul 24, 2003 · Lafayette, In
Moves
a registration end followed by a registration begin elsewhere
- Advantage Investment Management, LLC to Private Advisor Group, LLCleft Dec 31, 2019, registered Oct 24, 2019 (-68 days) · RIA to RIA · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Advantage Investment Management, LLCleft Jul 31, 2012, registered May 5, 2009 (-1183 days) · Other
- Walnut Street Advisers Inc to National Planning Corporation ("Npc Of America" In Fl & Ny)left Jul 24, 2003, registered Jul 21, 2003 (-3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address