Courtney Lynne Holt appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Courtney Lynne Holt appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-23 | Form ADV | COMPOUND PLANNING, INC. | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | APRIO WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |