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William Robert Holtz

DHC 2016 LLC·EVANSTON, Illinois
SIE, Series 7, Series 52, Series 66Clean record16 years registeredDHC 2016 LLC
1560 SHERMAN AVENUE, EVANSTON, IL 60201CRD# 1909689Firm CRD# 286400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robert Holtz · EVANSTON, IL
Registration
CRD #1909689 · DHC 2016 LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DHC 2016 LLC
WOODBURY FINANCIAL SERVICES, INC.
Jul 2010 – Dec 2022
OSHKOSH, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 52
Series 66
Registration record
First registered · July 22, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does William Robert Holtz offer?
William Robert Holtz is a registered financial advisor in EVANSTON, Illinois.
What are William Robert Holtz's credentials?
William Robert Holtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Holtz located?
William Robert Holtz is based in EVANSTON, Illinois, last registered with DHC 2016 LLC.
How large is DHC 2016 LLC?
DHC 2016 LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at DHC 2016 LLC

Keith Gregory Daubenspeck
EVANSTON, IL
Asher Dov Wolmark
EVANSTON, IL
William David Vellon
EVANSTON, IL

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