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Eric Scott Holt

Bok Financial Private Wealth, Inc.

Denver, CO

Scottsdale, AZ

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Current Employers
Bok Financial Private Wealth, Inc.

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-08-04
AZ RA APPROVED 2021-09-27
CA RA APPROVED 2020-02-06
NE RA APPROVED 2018-10-30
CO RA APPROVED 2018-10-26
TX RA APPROVED 2018-10-26
  • OK RA
    APPROVED
    Since 2023-08-04
  • AZ RA
    APPROVED
    Since 2021-09-27
  • CA RA
    APPROVED
    Since 2020-02-06
  • NE RA
    APPROVED
    Since 2018-10-30
  • CO RA
    APPROVED
    Since 2018-10-26
  • TX RA
    APPROVED
    Since 2018-10-26

Branch Locations

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

16767 North Perimeter Drive Suite 200, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Srs Capital Advisors, Inc. Denver CO 04/2015 06/2018
7258 Wealth Management Inc. Denver CO 06/2018 Present
The Milestone Group, Inc Denver CO 10/2018 Present
  • 04/2015 → 06/2018
    Srs Capital Advisors, Inc.
    Denver, CO
  • 06/2018 → Present
    7258 Wealth Management Inc.
    Denver, CO
  • 10/2018 → Present
    The Milestone Group, Inc
    Denver, CO
Previous Registrations
  • 2018-06-08 → 2018-12-06
    7258 Wealth Management, Inc.
    Denver, CO
    Denver, CO
  • 2015-04-06 → 2018-06-11
    Arax Advisory Partners
    New York, NY
  • 2005-03-30 → 2007-11-27
    Alliancebernstein L.P.
    Chicago, IL
    Denver, CO
    Nashville, TN
  • 2003-02-12 → 2003-07-10
    Carnick & Company, Incorporated
    Colorado Spriings, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-05-20
S66 Uniform Combined State Law Examination 2000-11-07
  • S63 Uniform Securities Agent State Law Examination
    2005-05-20
  • S66 Uniform Combined State Law Examination
    2000-11-07
Designations

View on SEC IAPD

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TRISHA RENEA MINGO
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Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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