Joel R Holden of Madison, MS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Joel R Holden appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-28 | Form ADV | SOUND FINANCIAL STRATEGIES GROUP, LLC | PARTNER/COO/CCO | MADISON, MS |
| 2026-02-03 | Form 13F | Sound Financial Strategies Group, LLC | Chief Compliance Officer | MADISON, MS |