# Ronald J Holtz

Ronald J Holtz is an investment adviser representative (IAR) with state registration records since 2002, appearing at 10 firms. Currently registered with A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC](https://search.stillhousedata.com/firm/8361) | 2021-11-29 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2018-09-28 | 2021-11-29 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2017-04-10 | 2018-07-06 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-10-07 | 2017-05-02 | — |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2013-01-23 | 2015-10-02 | — |
| [GILFORD FINANCIAL CORP.](https://search.stillhousedata.com/firm/126593) | 2011-06-22 | 2013-01-03 | — |
| [CHICAGO INVESTMENT GROUP ADVISORS, LLC](https://search.stillhousedata.com/firm/148188) | 2010-05-17 | 2010-07-19 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2010-06-10 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2006-10-03 | 2007-05-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2004-03-02 | 2006-10-05 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-06-19 | 2004-03-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2663773)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2663773.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.