| Date | Description |
|---|
| 2024-04-12 |
delete career_pages_linkeddomain hollandbrokers.com |
| 2024-04-12 |
delete contact_pages_linkeddomain hollandbrokers.com |
| 2024-04-12 |
delete index_pages_linkeddomain hollandbrokers.com |
| 2024-04-12 |
delete management_pages_linkeddomain hollandbrokers.com |
| 2024-04-12 |
delete terms_pages_linkeddomain confessionsofafinancialplanner.com |
| 2024-04-12 |
delete terms_pages_linkeddomain hollandcolumn.com |
| 2024-04-12 |
delete terms_pages_linkeddomain planstrongerradio.com |
| 2024-04-12 |
delete terms_pages_linkeddomain youtube.com |
| 2024-04-12 |
insert person Austin Gonzalez |
| 2024-04-12 |
insert person Beverly Neel |
| 2024-04-12 |
insert person JoEllen Ambuehl |
| 2024-04-12 |
insert terms_pages_linkeddomain planstrongertv.com |
| 2023-10-01 |
delete source_ip 50.62.168.2 |
| 2023-10-01 |
insert person Cameron Walden |
| 2023-10-01 |
insert person Sami Huda |
| 2023-10-01 |
insert person Troy Denston |
| 2023-10-01 |
insert source_ip 50.63.8.54 |
| 2023-10-01 |
update person_description Anita Henderson => Anita Henderson |
| 2023-10-01 |
update person_description Ely Peguero => Ely Peguero |
| 2023-10-01 |
update person_description Kim Gillam => Kim Gillam |
| 2023-08-09 |
delete person Breona Butts |
| 2023-06-21 |
delete person Jeremiah Cronin |
| 2023-06-21 |
delete person Joel Barton |
| 2023-06-21 |
update person_title Matt Sumrall: Paraplanner; Member of the Planning and Investment Team; Associate Adviser => Member of the Planning and Investment Team |
| 2023-02-25 |
update person_title Kim Gillam: Tax Manager, Daytona Beach Office => Tax Manager |
| 2023-02-25 |
update person_title Micah Williams: null => Accountant |
| 2022-11-11 |
delete cmo Ira Heller |
| 2022-11-11 |
delete person Ira Heller |
| 2022-11-11 |
insert contact_pages_linkeddomain planstrongertv.com |
| 2022-11-11 |
insert index_pages_linkeddomain planstrongertv.com |
| 2022-11-11 |
update person_title Amy Williamson: Financial Adviser; Member of the Financial Advisory Team => null |
| 2022-10-10 |
delete person Donovan Elliott |
| 2022-10-10 |
delete person Suzanne Cantlay |
| 2022-10-10 |
insert person Kim Gillam |
| 2022-08-02 |
insert contact_pages_linkeddomain hollandbrokers.com |
| 2022-08-02 |
insert management_pages_linkeddomain hollandbrokers.com |
| 2022-03-27 |
update person_title Jeremiah Cronin: Member of the Financial Advisory Team; Account Executive => Member of the Financial Advisory Team; Associate Adviser |
| 2022-03-27 |
update person_title Miranda Mumma: Member of the Financial Advisory Team; Account Executive => Member of the Financial Advisory Team; Associate Adviser |
| 2022-02-09 |
delete person Derrick Soroka |
| 2022-02-09 |
delete person Hady LaGrotta |
| 2022-02-09 |
delete person Naomi Joseph |
| 2022-02-09 |
delete person Sigrid Alegria |
| 2022-02-09 |
insert person David Bell |
| 2022-02-09 |
insert person Jeremiah Cronin |
| 2022-02-09 |
insert person Michael Call |
| 2022-02-09 |
update person_description Christina Kohl-Merklin => Christina Kohl-Merklin |
| 2022-02-09 |
update person_title Donovan Elliott: Member of the Corporate Support Team; Assistant => Member of the Corporate Support Team; Technology / Operations Assistant |
| 2022-02-09 |
update person_title Kyle Para: Member of the Corporate Support Team; Media Coordinator => Media and Technology Coordinator; Member of the Corporate Support Team |
| 2022-02-09 |
update person_title Lisa Mosher: Member of the Corporate Support Team; VP, Tech / Ops => Member of the Corporate Support Team; Vice President of Technology and Operations for Holland Financial; Vice President, Technology and Operations |
| 2022-02-09 |
update person_title Matt Sumrall: Member of the Financial Advisory Team; Associate Adviser => Paraplanner; Member of the Planning and Investment Team; Associate Adviser |
| 2022-02-09 |
update person_title Miranda Mumma: Member of the Financial Advisory Team; Associate Adviser => Member of the Financial Advisory Team; Account Executive |
| 2021-09-23 |
delete address Holland Financial Center
700 West Granada Boulevard
Ormond Beach, Florida 32174 |
| 2021-09-23 |
delete contact_pages_linkeddomain confessionsofafinancialplanner.com |
| 2021-09-23 |
delete contact_pages_linkeddomain hollandcolumn.com |
| 2021-09-23 |
delete contact_pages_linkeddomain planstrongerradio.com |
| 2021-09-23 |
delete contact_pages_linkeddomain planstrongertv.com |
| 2021-09-23 |
delete phone 888-747-7526 |
| 2021-09-23 |
update person_title David D. Holland: CFP®, CPA / PFS, CLU, ChFC; CFP® Founder and Chief Executive Officer; CFP®, Managing Partner; CFP® Chief Executive Officer => CFP® Founder and Chief Executive Officer; CFP®, Managing Partner; CFP® Chief Executive Officer |
| 2021-08-13 |
update person_title Kyle Para: Production Tech; Member of the Corporate Support Team => Member of the Corporate Support Team; Media Coordinator |
| 2021-07-10 |
delete otherexecutives Mike Peerless |
| 2021-07-10 |
delete address The Holland Financial Center
700 West Granada Boulevard, Ormond Beach, FL 32174 |
| 2021-07-10 |
delete person Mike Peerless |
| 2021-07-10 |
insert index_pages_linkeddomain hollandbrokers.com |
| 2021-07-10 |
insert person Derrick Soroka |
| 2021-07-10 |
insert person Donovan Elliott |
| 2021-07-10 |
insert person Matt Sumrall |
| 2021-07-10 |
update person_title Amy Williamson: null => Financial Adviser; Member of the Financial Advisory Team |
| 2021-07-10 |
update person_title Hady LaGrotta: Member of the INVESTMENT & PLANNING TEAM; Vice President, Financial Planner => Member of the Planning and Investment Team; VP, Planning |
| 2021-07-10 |
update person_title Kyle Para: Operations and Technology Assistant; Member of the CORPORATE SUPPORT TEAM => Production Tech; Member of the Corporate Support Team |
| 2021-07-10 |
update person_title Lisa Mosher: Member of the CORPORATE SUPPORT TEAM; Vice President, Operations and Technology => Member of the Corporate Support Team; VP, Tech / Ops |
| 2021-07-10 |
update person_title Naomi Joseph: Financial Planning Assistant / TRUST & TAX SERVICES; Member of the INVESTMENT & PLANNING TEAM => Member of the Planning and Investment Team; Planning Assistant |
| 2021-07-10 |
update person_title Sigrid Alegria: Compliance Coordinator / Holland Financial; Member of the CORPORATE SUPPORT TEAM => Compliance Coordinator; Member of the Corporate Support Team |
| 2021-06-06 |
delete ceo David D. Holland |
| 2021-06-06 |
delete chiefinvestmentofficer Kalon Hoard |
| 2021-06-06 |
update person_title David D. Holland: CFP® Owner, CEO; CFP®, CPA / PFS, CLU, ChFC; CFP®, Managing Partner; Chief Executive Officer => CFP® Owner, CEO; CFP®, CPA / PFS, CLU, ChFC; CFP®, Managing Partner; CFP® Chief Executive Officer |
| 2021-06-06 |
update person_title Kalon Hoard: Holland Financial 's President and Chief Investment Officer; Chief Investment Officer => Holland Financial 's President and Chief Investment Officer |
| 2021-04-09 |
update person_title Sigrid Alegria: Member of the CORPORATE SUPPORT TEAM; Compliance Associate / Holland Financial => Compliance Coordinator / Holland Financial; Member of the CORPORATE SUPPORT TEAM |
| 2021-01-29 |
delete chiefinvestmentofficer Robert Mara |
| 2021-01-29 |
delete chieflegalofficer Erika Barger |
| 2021-01-29 |
delete index_pages_linkeddomain hollandcolumn.com |
| 2021-01-29 |
delete index_pages_linkeddomain planstrongerradio.com |
| 2021-01-29 |
delete index_pages_linkeddomain planstrongertv.com |
| 2021-01-29 |
delete index_pages_linkeddomain youtube.com |
| 2021-01-29 |
delete person Erika Barger |
| 2021-01-29 |
update description |
| 2021-01-29 |
update person_title Miranda Mumma: Client Services => Associate Adviser; Member of the CLIENT SERVICES TEAM |
| 2021-01-29 |
update person_title Robert Mara: Investment Director; Member of the INVESTMENT & PLANNING TEAM => Member of the INVESTMENT & PLANNING TEAM; Vice President, Investments |
| 2020-06-19 |
insert otherexecutives Mike Peerless |
| 2020-06-19 |
insert person Kyle Para |
| 2020-06-19 |
insert person Sigrid Alegria |
| 2020-06-19 |
update person_title Mike Peerless: Member of the CORPORATE SUPPORT TEAM; Business Development Director / Holland Financial => Business Development Director; Member of the CORPORATE SUPPORT TEAM |
| 2020-05-19 |
delete founder David D. Holland |
| 2020-05-19 |
delete otherexecutives Mike Peerless |
| 2020-05-19 |
delete president Kalon Hoard |
| 2020-05-19 |
delete person Pat Detweiler |
| 2020-05-19 |
update person_description Amy Williamson => Amy Williamson |
| 2020-05-19 |
update person_title Amy Williamson: Financial Adviser => null |
| 2020-05-19 |
update person_title David D. Holland: CFP®, CPA / PFS, CLU, ChFC; Founder; Chief Executive Officer => CFP® Owner, CEO; CFP®, CPA / PFS, CLU, ChFC; Chief Executive Officer |
| 2020-05-19 |
update person_title Kalon Hoard: FINANCIAL; President; Chief Investment Officer => Holland Financial 's President and Chief Investment Officer; Chief Investment Officer |
| 2020-05-19 |
update person_title Mike Peerless: Business Development Director; Member of the CORPORATE SUPPORT TEAM => Member of the CORPORATE SUPPORT TEAM; Business Development Director / Holland Financial |
| 2020-04-19 |
delete person Angela Reib |
| 2019-10-16 |
insert cmo Ira Heller |
| 2019-10-16 |
delete person Christy Dunman |
| 2019-10-16 |
insert person Ira Heller |
| 2019-09-15 |
delete contact_pages_linkeddomain nmlsconsumeraccess.org |
| 2019-09-15 |
delete management_pages_linkeddomain nmlsconsumeraccess.org |
| 2019-09-15 |
delete terms_pages_linkeddomain nmlsconsumeraccess.org |
| 2019-07-15 |
delete person Jim Macri |
| 2019-06-15 |
insert founder David D. Holland |
| 2019-06-15 |
insert otherexecutives Mike Peerless |
| 2019-06-15 |
insert president Kalon Hoard |
| 2019-06-15 |
delete index_pages_linkeddomain nmlsconsumeraccess.org |
| 2019-06-15 |
delete person Amanda Peters |
| 2019-06-15 |
insert person Mike Peerless |
| 2019-06-15 |
update person_title David D. Holland: CFP®, CPA / PFS, CLU, ChFC; Chief Executive Officer => CFP®, CPA / PFS, CLU, ChFC; Founder; Chief Executive Officer |
| 2019-06-15 |
update person_title Kalon Hoard: Chief Investment Officer => FINANCIAL; President; Chief Investment Officer |
| 2019-06-15 |
update person_title Naomi Joseph: Financial Planning Assistant => Financial Planning Assistant / TRUST & TAX SERVICES; Member of the INVESTMENT & PLANNING TEAM |
| 2019-06-15 |
update person_title Suzanne Cantlay: HR Director; Controller; Member of the Support Team => Controller; Member of the CORPORATE SUPPORT TEAM; Human Resources Director |
| 2019-02-20 |
insert chro Suzanne Cantlay |
| 2019-02-20 |
update person_title Steve Tacinelli: Controller and Vice President, Tax Services => Vice President, Tax Services |
| 2019-02-20 |
update person_title Suzanne Cantlay: Corporate Accountant, Human Resources Director; Member of the Support Team => HR Director; Controller; Member of the Support Team |
| 2018-12-21 |
insert chieflegalofficer Erika Barger |
| 2018-12-21 |
delete index_pages_linkeddomain confessionsofafinancialplanner.com |
| 2018-12-21 |
delete person Misty Brantley Iaria |
| 2018-12-21 |
update person_title Erika Barger: Member of the Support Team; Compliance Director => General Counsel; Member of the Support Team; Chief Compliance Officer |
| 2018-12-21 |
update person_title Jim Macri: Associate Adviser => Financial Adviser |
| 2018-08-03 |
insert chiefinvestmentofficer Robert Mara |
| 2018-08-03 |
delete person Amanda Harris |
| 2018-08-03 |
insert person Amanda Peters |
| 2018-08-03 |
insert person Miranda Mumma |
| 2018-08-03 |
update person_title Robert Mara: Investment Associate => Investment Director |
| 2018-08-03 |
update person_title Suzanne Cantlay: Member of the Support Team; Accountant => Member of the Support Team; Corporate Accountant & Human Resources Director |
| 2018-02-22 |
update person_title Amy Williamson: Associate Adviser => Financial Adviser |
| 2018-02-22 |
update person_title Jim Macri: Financial Analyst => Associate Adviser |
| 2017-09-16 |
insert contact_pages_linkeddomain nmlsconsumeraccess.org |
| 2017-09-16 |
insert terms_pages_linkeddomain nmlsconsumeraccess.org |
| 2017-07-08 |
delete contact_pages_linkeddomain realmoneyradio.com |
| 2017-07-08 |
delete index_pages_linkeddomain realmoneyradio.com |
| 2017-07-08 |
insert contact_pages_linkeddomain planstrongerradio.com |
| 2017-07-08 |
insert contact_pages_linkeddomain planstrongertv.com |
| 2017-07-08 |
insert management_pages_linkeddomain planstrongertv.com |
| 2017-07-08 |
insert service_pages_linkeddomain planstrongertv.com |
| 2017-04-04 |
insert otherexecutives Erika Barger |
| 2017-04-04 |
insert index_pages_linkeddomain planstrongertv.com |
| 2017-04-04 |
insert management_pages_linkeddomain nmlsconsumeraccess.org |
| 2017-04-04 |
insert person Christy Dunman |
| 2017-04-04 |
insert person Erika Barger |
| 2017-04-04 |
insert person Misty Brantley Iaria |
| 2017-04-04 |
insert person Tracy Sanzone |
| 2017-02-07 |
delete person Corinne Fisher |
| 2017-02-07 |
delete person Taylor Allman |