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Michael Scott Holt

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA

Newport Beach, CA

Kenmore, WA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-30
WA RA APPROVED 2019-05-29
  • TX RA
    APPROVED
    Since 2020-01-30
  • WA RA
    APPROVED
    Since 2019-05-29

Branch Locations

10400 Ne 4Th St, Bellevue, WA 98004 • United States

520 Newport Center Dr, Newport Beach, CA 92660 • United States

Kenmore, WA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 11/2016 Present
Union Bank Bellevue WA 01/2016 10/2016
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-28
  • S66 Uniform Combined State Law Examination
    2019-05-28
Other Names
  • Michael Holt

View on SEC IAPD

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BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
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STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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