# KELLY LISA HOLTMAN

KELLY LISA HOLTMAN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with B.O.S.S. RETIREMENT ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [B.O.S.S. RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/171143) | 2024-02-27 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2020-07-30 | 2024-02-21 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2020-01-06 | 2020-07-30 | — |
| [SOLTIS INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/154690) | 2019-05-17 | 2020-01-09 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2018-03-30 | 2019-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5098214)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5098214.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.