• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Registration History
20002002200420062008201020122014201620182020202220242026IAHOLT WEALTH MANAGEMENT LLC (CRD# 318304)2022 - Present (2 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2015 - 2016 (1 year)IAKENAI INVESTMENTS, INC. (CRD# 125974)2016 - 2022 (6 years)
Disclosure(s)
View By:
2/14/2022
Employment Separation After Allegations
1/5/2000
Criminal
Final Disposition
License(s)

State Registrations

IA
Texas 5/25/2022

Current Registration(s)
IA
HOLT WEALTH MANAGEMENT LLC (CRD#:318304)
613 DEAHL ST, BORGER, TX 79007
Registered with this firm since 5/25/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/08/2016 - 03/09/2022 KENAI INVESTMENTS, INC. (CRD#:125974) Borger, TX
B
01/08/2015 - 03/22/2016 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) BORGER, TX
For additional information about investment advisers or broker-dealers, please visit
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.