# LOUISE DOROTHY HOLTZ

LOUISE DOROTHY HOLTZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2020-08-21 | present | Yes |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2019-12-05 | 2020-07-27 | — |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2019-07-23 | 2020-07-27 | — |
| [ADVANTAGE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/146236) | 2008-09-29 | 2019-07-24 | — |
| [J.R. RUSSO INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/117320) | 2006-03-09 | 2009-01-15 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2003-10-09 | 2012-07-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1942041)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1942041.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.