Tucker Ryan Holt

Current Employers

Employment History

• 01/2015 → 12/2016
  University Of Mary Washington
  Fredericksburg, VA
• 08/2016 → 09/2016
  Unemployed
  Warrenton, VA
• 09/2016 → 04/2017
  Scottrade, Inc.
  Arlington, VA
• 04/2017 → 08/2017
  Unemployed
  Warrenton, VA
• 08/2017 → 03/2019
  Lpl Financial Llc
  Fort Mill, SC
• 04/2019 → Present
  Amj Financial Wealth Management
  Leesburg, VA
• 05/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Leesburg, VA

Previous Registrations

• 2017-08-16 → 2019-04-24
  Lpl Financial Llc
  Warrenton, VA
  San Diego, CA
  Gainesville, VA
  Marshall, VA
  Warrenton, VA
  Warrenton, VA
• 2017-01-06 → 2017-04-19
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) TRIAD ADVISORS; REGISTERED REPRESENTATIVE; START DATE: 05/2019; NORCROSS, GA; <5 HRS/MONTH OUTSIDE OF TRADING HOURS. <1HOUR PER MONTH DURING TRADING HOURS. 2) Insurance Agent- Life, Health & Variable Annuities. Spends less than 10% of time each month on this activity. 3) The Dad Golf Podcast; non-investment related; 23543 Neersville Corner Terrace Ashburn, VA 20148; 10 hrs/month; 0 hrs/month during trading; 4) DAD GOLF LLC POSITION: Owner NATURE: LLC Podcast INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2022 ADDRESS: 23543 Neersville Corner Ter, Ashburn VA 20176, United States DESCRIPTION: Podcast recording and uploading 5) INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Agent under AMJ Financial Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2019 ADDRESS: 44160 Scholar Plz, Ste 490, Ashburn VA 20148, United States DESCRIPTION: Insurance Agent 6) AMJ FINANCIAL WEALTH MANAGEMENT POSITION: Senior Wealth Advisor NATURE: LLC RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2019 ADDRESS: 44160 Scholar Plz, Ste 490, Ashburn VA 20176, United States DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2017-01-06
• S63 Uniform Securities Agent State Law Examination
  2015-08-31

Designations