# STEVEN ALLEN HOLDSWORTH

STEVEN ALLEN HOLDSWORTH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with SAVVY.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVVY](https://search.stillhousedata.com/firm/318493) | 2026-06-12 | present | Yes |
| [FALCON WEALTH PLANNING, INC.](https://search.stillhousedata.com/firm/174092) | 2024-09-27 | 2026-06-11 | — |
| [FIRST PACIFIC FINANCIAL, INC.](https://search.stillhousedata.com/firm/284736) | 2022-02-23 | 2024-09-25 | — |
| [RAMSEY & ASSOCIATES INC](https://search.stillhousedata.com/firm/109475) | 2020-10-28 | 2022-07-13 | — |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2016-08-30 | 2017-08-01 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2014-05-29 | 2016-04-13 | — |
| [LEGACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108619) | 2004-04-01 | 2013-12-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2261671)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2261671.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.