HOLTZ DAVID LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLTZ DAVID LEE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | NEXT FINANCIAL GROUP, INC. | DIRECTOR | HOUSTON, TX |
| — | Form ADV | VISIONARY ASSET MANAGEMENT, INC. | DIRECTOR | HOUSTON, TX |