Kevin Andrew Holt

Current Employers

Employment History

• 10/2003 → Present
  Principal Life Insurance
  West Chester, PA
• 03/2005 → Present
  Market Street Financial Group
  West Chester, PA
• 02/2006 → Present
  Usa Financial Securities Corporation
  Ada, MI
• 01/2011 → Present
  Market Street Wealth Management, Llc
  West Chester, PA

Previous Registrations

• 2005-02-14 → 2006-01-12
  Principal Securities, Inc.
  West Chester, PA
• 2003-07-29 → 2003-11-03
  Locust Street Securities, Inc.
  Boothwyn, PA

Other Businesses

1. MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2012. RIA. OWNER AND OPERATOR AS WELL AS FINANCIAL ADVISOR. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 160 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2. MARKET STREET INSURANCE SERVICES, LLC. - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382. STARTED 01/01/2004. OWNER. MEDICARE/MEDICAID SUPPLEMENT. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. MARKET STREET FINANCIAL GROUP, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2004. OWNER. MEDICARE/MEDICAID SUPPLEMENT. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. MARKET STREET TAX SERVICES, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/2004. OWNER. TAX PLANNING/TAX PREPARATION/CPA. RUN BUSINESS AND TAX PREPARATION FOR CLIENTS. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5. LEPPERT HOLT CONSULTING, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2013. OWNER. PERSONAL CORP FOR FINANCIAL PLANNING BUSINESS. RUN THE BUSINESS. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 6. HOLT PROPERTIES, LLC - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382 . STARTED 01/01/2015. OWNER. REAL ESTATE. PERSONAL CORP FOR REAL ESTATE. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 7. HOLT WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382. STARTED 05/01/2017. OWNER. PERSONAL CORP FOR FINANCIALPLANNING BUSINESS. RUN THE BUSINESS. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 8. METHOD HOCKEY, LLC (TPH ACADEMY) - 43 STRICKLAND WAY, GLEN MILLS, PA 19342. START DATE 06/05/2018. OWNER. HELP TO ORGANIZE AND CONSULT ON A SPORTS TRAILING BUSINESS. NOT INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-02

Designations