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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-05
NJ RA APPROVED 2002-07-30
  • TX RA
    APPROVED_RES
    Since 2022-10-05
  • NJ RA
    APPROVED
    Since 2002-07-30

Branch Locations

215 Route 15 South, Jefferson Twp, NJ 07885 • United States

280 Bloomfield Ave, Verona, NJ 07044 • 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
Axa Advisors, Llc New York NY 09/1999 06/2020
Equitable Advisors, Llc New York NY 09/1999 Present
Other Businesses

01/01/2001 to present, Daniel M. Holdt Inc VP sales and marketing of health and disability insurance, 1 hr/month, 0 comp&#59; 09/05/2014 to present, Board Member, Birth Haven, 4 Academy St, Newton, NJ 07860, 2 hrs/month, 0 comp&#59; 10/01/2015 to present,Owner, D.E. Holdt, LLC, LLC for commercial real estate holdings,1 hr/month, 0 comp&#59; 08/01/2016 to present, Member, DHJH Properties, LLC, LLC for real estate investment, 2 hrs/month, 0 comp&#59; 9/2017-present, Diocese of Paterson, Board Member, 777 Valley Rd, Clifton, NJ, 2 hrs/month, 0 comp&#59; other outside insurance business, Guardian Life Insurance Co, Lloyds of London Insurance Co&#59; 8/24/21 to present - ForeThought Insurance Carrier, service only, broker of recordSTART 3/7/23 The ARC of Sussex County Board Member&#59; 04/23/24-present, Kittatinny Education Foundation. This is an educational foundation that raises money and gives that money away to the school and community. Volunteer approximately 2 hours per week. No compensation. Trustee/Executive board member, 2 hrs/month $0 comp

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-16
S63 Uniform Securities Agent State Law Examination 1999-02-03
  • S65 Uniform Investment Adviser Law Examination
    1999-09-16
  • S63 Uniform Securities Agent State Law Examination
    1999-02-03
Other Names
  • Dan Holdt

View on SEC IAPD

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