AUMdb
KD

Karen Dale Holt

CRD 1441235 Has disclosures

Firms

FirmRoleAs of
Peachcap Tax & Advisory, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗