Holden Joel R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Holden Joel R appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ASCENTIS WEALTH MANAGEMENT, LLC | OWNER | DALLAS, TX |
| — | Form ADV | ORG PARTNERS ASSET MANAGEMENT LLC | OWNER | DALLAS, TX |
| — | Form ADV | SOUND FINANCIAL STRATEGIES GROUP, LLC | PARTNER/COO/CCO | MADISON, MS |