JODY LEE HOLT is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with HOLT WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HOLT WEALTH MANAGEMENT LLC | 2022-05-25 | present | Yes |
| KENAI INVESTMENTS, INC. | 2016-03-08 | 2022-03-09 | — |