JC
James Craig Holst
CRD 1007503
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Sloy, Dahl & Holst, Llc | Registered representative | 07/20/2026 |
| Hallett Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sloy, Dahl & Holst, Llc
Managing Member/ Chief Compliance Officer · Less than 5% · Oct 2024
-
Sloy, Dahl & Holst, Llc
Owner · 75% or more · Oct 2024
-
Hallett Investments, Llc
Chief Operating Officer/ Chief Compliance Officer · Less than 5% · Oct 2024
-
Hallett Investments, Llc
Shareholder/ President · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗