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David Colby Holt

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-16
TX RA APPROVED 2024-02-13
  • FL RA
    APPROVED
    Since 2024-02-16
  • TX RA
    APPROVED
    Since 2024-02-13

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Temple Terrace FL 04/2021 10/2022
99 Restaurants Augusta ME 06/2020 03/2021
99 Restaurants Topsham ME 06/2019 01/2020
Gnome Landscaping Falmouth ME 06/2018 09/2018
Sea Spray Kayaking Brunswick ME 06/2016 09/2017
University Of Maine Orono ME 08/2016 05/2020
Morgan Stanley Temple Terrace FL 10/2022 12/2023
Fisher Investments Tampa FL 02/2024 Present
  • 04/2021 → 10/2022
    Charles Schwab & Co., Inc.
    Temple Terrace, FL
  • 06/2020 → 03/2021
    99 Restaurants
    Augusta, ME
  • 06/2019 → 01/2020
    99 Restaurants
    Topsham, ME
  • 06/2018 → 09/2018
    Gnome Landscaping
    Falmouth, ME
  • 06/2016 → 09/2017
    Sea Spray Kayaking
    Brunswick, ME
  • 08/2016 → 05/2020
    University Of Maine
    Orono, ME
  • 10/2022 → 12/2023
    Morgan Stanley
    Temple Terrace, FL
  • 02/2024 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
S63 Uniform Securities Agent State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2022-12-09
  • S63 Uniform Securities Agent State Law Examination
    2021-11-05
Other Names
  • David Holt
  • Dave Holt
  • David Colby Holt

View on SEC IAPD

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