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DANIEL PATRICK HOLZMAN
Dan Holzman
CRD#: 6878396
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 500 E. EISENHOWER PKWY, STE 100
ANN ARBOR, MI 48108
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 500 E. EISENHOWER PKWY, STE 100
ANN ARBOR, MI 48108
Registration History
20202021202220232024202520262 FIRMS2022 - Present (2 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2020 - 2022 (1 year)BINTERACTIVE BROKERS LLC (CRD# 36418)2020 - 2020 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2022 - 2022 (<1 year)
License(s)

State Registrations

B
California 1/4/2025

B
Minnesota 1/4/2025

B
Florida 8/15/2022

B
Missouri 1/4/2025

B
Georgia 1/4/2025

B
New York 1/4/2025

B
Indiana 7/7/2023

B
Ohio 7/5/2022

B
Iowa 1/4/2025

B
Tennessee 1/4/2025

B
Massachusetts 1/4/2025

B
Texas 1/4/2025

B
Michigan 7/5/2022

B
Virginia 1/4/2025

IA
Michigan 8/11/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
500 E. EISENHOWER PKWY, STE 100, ANN ARBOR, MI 48108
Registered with this firm since 8/11/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
500 E. EISENHOWER PKWY, STE 100, ANN ARBOR, MI 48108
DEXTER, MI
Registered with this firm since 7/5/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/10/2022 - 05/24/2022 CHARLES SCHWAB & CO., INC. (CRD#:5393) Indianapolis, IN
B
09/24/2020 - 05/24/2022 CHARLES SCHWAB & CO., INC. (CRD#:5393) Indianapolis, IN
B
06/24/2020 - 09/10/2020 INTERACTIVE BROKERS LLC (CRD#:36418) GREENWICH, CT
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.