WILLIAM HILLIARD HOLZ is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2025-04-15 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2024-08-19 | 2025-04-08 | — |