HOLTZ LOUISE DOROTHY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLTZ LOUISE DOROTHY appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BFC PLANNING, INC. | ASSISTANT CHIEF CO | CEDAR RAPIDS, IA |
| — | Form ADV | ADVANTAGE INVESTMENT MANAGEMENT, LLC | DIRECTOR | CEDAR RAPIDS, IA |
| — | Form ADV | CAMBRIDGE INVESTMENT RESEARCH, INC. | VICE PRESIDENT/DIR OF TRADING-OPERATIONS/SROP/ROP/CROP | FAIRFIELD, IA |
| — | Form ADV | ENERIC FINANCIAL SERVICES, INC. | VICE PRESIDENT/DIR OF TRADING-OPERATIONS/SROP/ROP/CROP | FAIRFIELD, IA |