Joshua C Holt

Current Employers

Employment History

• 01/2012 → 09/2020
  Edward Jones
  St. Louis, MO
• 09/2020 → 05/2022
  Raymond James Financial Services, Inc.
  Portsmouth, NH
• 09/2020 → Present
  Steward Partners Investment Advisory, Llc
  Portsmouth, NH
• 09/2020 → Present
  Steward Partners Global Advisory, Llc
  Portsmouth, NH
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Portsmouth, NH

Previous Registrations

• 2012-04-23 → 2020-09-18
  Edward Jones
  St Louis, MO
  Ogunquit, ME
  Kittery, ME
  Rochester, NH

Other Businesses

(1) Name of Business: Address: 58 DC Drive, Eliot, ME, 03903, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own, manage our second home and rent out as vacation rental on airbnb and vrbo. (2) Type of Activity: Part-time employment; Name of business: Noble High School; City/State: North Berwick, ME; Nature of business: Coaching/Teaching; Position/Title: Head Basketball Coach; List of duties: Head Coach, run practices, games; Start date: 05/12/2025; 15 HRS/MO devoted to this activity; 1 HR/MO devoted during business hours; Not investment related. (3)Name of Business: 4850 51st W. Unit 2205 Bradenton FL 34210 Address: 58 DC Drive, Eliot, ME, 03903, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes; Start Date: 09/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owned by my trust, I am the sole trustee (4) Name of Business: bridge street Private Wealth Management Address: 145 Maplewood Avenue, Portsmouth, NH, 03801, United States Activity Type: Support Company - Non-Owner Position/Title: Other Investment Related: No Start Date: 02/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Team name for branding. (5) Name of Business: Steward Partners Global Advisory Address: 145 Maplewood Ave Ste 100, Portsmouth, NH, 03801, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes; Start Date: 09/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (6)Name of Business: Steward Partners Investment Advisory LLC Address: 145 Maplewood Ave Ste 100, Portsmouth, NH, 03801, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 09/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (7) MARSHWOOD YOUTH BASEBALL; SPORTS CLUB; BERWICK, ME; BOARD MEMBER; PRESIDENT; 2022-10; 10 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED. (8) Name of Outside Activity: Sports Officiating Youth/High School Sports; City/State: Various; Activity Type: Part-time employment; Nature of relationship: Umpire/Referee, non-employee, per event; Position: Umpire/Referee; Duties: Officiate Sports Games; Start Date: 11/15/2024; 5 HRS/MO devoted to this activity; 1 HR/MR devoted during trading hours; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-24

Designations

Other Names

• Josh Holt
• Josh C Holt
• Joshua Charles Holt
• Joshua C Holt
• Josh Charles Holt