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122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
Branch Locations
5672 La Jolla Blvd., La Jolla, CA 92037 • United States
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | San Diego | CA | 08/2015 | 10/2020 |
| National Planing Corporation | San Diego | CA | 07/2016 | 11/2017 |
| Trilogy Capital, Inc. | San Diego | CA | 02/2017 | 10/2020 |
| Lpl Financial Llc | San Diego | CA | 12/2017 | 10/2020 |
| Sage Capital Advisors, Llc | Sioux Falls | SD | 11/2020 | Present |
Mr. Holt acts as a sales agent of various insurance companies. This activity is done by Mr. Holt as an individual and not via Sage. In this capacity, Mr. Holt may receive sales commissions and other revenues. These commissions may cause Mr. Holt to have a conflict of interest in recommending an insurance firm. Sage clients are never obligated to purchase insurance products from Mr. Holt.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-30 |
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