Chief Compliance Officer · Innovation X Advisors
Angela L. Holland
CRD 3166586 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Innovation X Advisors, an SEC-registered broker-dealer firm based in Rockville, MD with $4.5 billion in regulatory assets, lists Angela L. Holland on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Angela at 2 other registered advisers.
Firms and roles
- Innovation X AdvisorsChief Compliance OfficerBroker-dealer firm · Rockville, MD · $4.5B in regulatory assets
- Advisors Preferred LLCCCOAsset manager · Rockville, MD · $1.7B in regulatory assets
- Atcap Partners, LLCCCOWealth manager · Rockville, MD · $196M in regulatory assets
AtlasMembers
Angela’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Roger A. MonteforteMember, Innovation X Advisors
- Mary C. Ayers-RigsbyCEO, Advisors Preferred LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Angela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.