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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-28 |
| NC | RA | APPROVED | 2007-02-27 |
Branch Locations
1403 Eastchester Dr Suite 102, High Point, NC 27265-2390 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2003 | Present |
CONSULTING HIGH POINT, NC SINCE 1/1/2003 CONSULT ORTHODONTISTS ON THE VALUATION OF THEIR PRACTICE AND BUY-IN/BUY-OUT OF PARTNERS Holt Family Properties Type of business: Rental Property High Point, NC Start date: 1/1/2019 Owner Hours per week: 3 Hours during trading: 1 Maintenance and upkeep Holt Family Properties Type of business: Rental High Point, NC Start date: 4/1/2013 Owner/Operator Hours per week: 3 Hours during trading: 1 Maintenance, Upkeep Holt Family Properties - 2021 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner/Operator Hours per week: 0 Hours during trading: 0 Holt Family Properties - 2021 Type of business: Vacation Rental Banner Elk, NC Start date: 11/1/2020 Owner/Operator Hours per week: 0 Hours during trading: 0 Vacation mountain rental. Upkeep & maintenance. Holt Family Properties - 2020 Type of business: Rental High Point, NC Start date: 2/1/2013 Owner/Operator Hours per week: 0 Hours during trading: 0 Maintain property Stan Holt dba Holt Family Properties - 2018 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 0 Hours during trading: 0 Maintenance, providing clean facility, grounds, etc. Holt Family Properties of North America, LLC Type of business: Rental Property High Point, NC Start date: 3/15/2023 Member Hours per week: 1 Hours during trading: 1 Rental property. Holt dba Holt Family Properties - 2019 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 3 Hours during trading: 3 Maintenance, providing clean facility, grounds, etc. Stan Holt dba Holt Family Properties - 2017 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 0 Hours during trading: 0 Maintain property Holt dba Holt Family Properties - 2018 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 3 Hours during trading: 3 Maintenance, providing clean facility, grounds, etc. Stan Holt dba Holt Family Properties - 2016 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 0 Hours during trading: 0 Maintenance, providing clean facility, grounds, etc. Stan Holt dba Holt Family Properties - 2015 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 0 Hours during trading: 0 Maintain Property Stan Holt dba Holt Family Properties - 2014 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner Hours per week: 0 Hours during trading: 0 Holt Family Properties - 2022 Type of business: Rental Property High Point, NC Start date: 2/1/2013 Owner/Operator Hours per week: 0 Hours during trading: 0 Maintenance & upkeep. Holt Family Properties - 2022 Type of business: Vacation Rental Banner Elk, NC Start date: 11/1/2020 Owner/Operator Hours per week: 0 Hours during trading: 0 Upkeep and maintenance. Holt Family Properties - 2020 Type of business: Vacation Rental Banner Elk, NC Start date: 11/1/2020 Owner/Operator Hours per week: 0 Hours during trading: 0 Income from cabin rental. Holt Family Properties of NA, LLC - 2022 Type of business: Rental Home Winston Salem, NC Start date: 8/1/2022 Owner/Operator Hours per week: 0 Hours during trading: 0 Maintain property Stan Holt, dba Holt Family Properties Type of business: Rental Property Bozeman, MT Start date: 3/15/2023 Owner/Operator Hours per week: 0 Hours during trading: 0 Rental property Stan Holt dba Holt Family Properties Type of business: Rental Property Bozeman, MT Start date: 10/26/2023 Owner/Operator Hours per week: 1 Hours during trading: 1 Rental property Elk's Rest, LLC Type of business: Rental Property Bozeman, MT Start date: 1/1/2024 Member Hours per week: 1 Hours during trading: 1 Booking rentals, maintenance and oversight. Uptick Partners LLC Type of business: Real Estate High Point, NC Start date: 4/6/2026 Member Hours per week: 4 Hours during trading: 1 Acquiring and management of rea
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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