BRYON ANDREW HOLZ is currently employed as a Broker and/or Investment Adviser at SAGEPOINT FINANCIAL, INC. located at 207 CINDY LANE, BRANDON, FL, 33510.
BRYON ANDREW HOLZ has worked at SAGEPOINT FINANCIAL, INC. since October 31, 2008
Disclosure History
BRYON ANDREW HOLZ has 2 Disclosure Event(s).
Date: October 27, 2008 Category: Customer Dispute Allegations: CUSTOMER ALLEGE THAT THEY WERE MISLED IN THE TWO VUL POLICIES THEY PURCHASED 10/28/97 IN THAT THEY WOULD BE PAID UP WITH NO NEED FOR ADDITIONAL PREMIUMS OR REDUCTION IN POLICY VALUE. Damage Amount Requested: $57,928.00
Date: January 03, 2007 Category: Customer Dispute Allegations: CUSTOMER ALLEGES THAT THEY WERE DECEIVED WHEN THEY PURCHASED THEIR POLICIES IN APRIL AND MAY OF 1994 AND ONE POLICY HAS NOW LAPSED. Damage Amount Requested: $20,000.00
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