Timothy Harold Holt

Current Employers

Madison Avenue Securities, Llc

13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2009-03-25

CA RA
APPROVED

Since 2009-03-25

Branch Locations

Pismo Beach, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Value Health & Life Insurance Services	Atascadero	CA	10/2000	Present
Madison Avenue Securities, Inc.	Atascadero	CA	03/2006	Present
Preservation Capital Group, Llc	Atascadero	CA	01/2006	Present
P.C. Income Tax Services	Atascadero	CA	11/2010	Present

10/2000 → Present

Value Health & Life Insurance Services

Atascadero, CA
03/2006 → Present

Madison Avenue Securities, Inc.

Atascadero, CA
01/2006 → Present

Preservation Capital Group, Llc

Atascadero, CA
11/2010 → Present

P.C. Income Tax Services

Atascadero, CA

Previous Registrations

2011-09-06 → 2019-04-14

Preservation Capital Group

Atascadero, CA
2006-06-13 → 2011-08-22

Preservation Capital Group

Atascadero, CA
2006-03-24 → 2009-03-25

Madison Avenue Advisors, Inc.

Atascadero, CA
1997-08-28 → 2006-03-29

Raymond James Financial Services, Inc.

Atascadero, CA

San Luis Obispo, CA

Arroyo Grande, CA

Other Businesses

1) 01/2006 OWNER; PRESERVATION CAPITAL GROUP, LLC.; SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES; 80% OF TIME; INVESTMENT RELATED: YES; FROM 4401 EL CAMINO REAL SUITE A, ATASCADERO CA 93422. 2) 10/2000 OWNER; VALUE HEALTH & LIFE INSURANCE SERVICES (SUBSIDIARY OF PRESERVATION CAPITAL GROUP, LLC.); SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES; 10% OF TIME; INVESTMENT RELATED: YES; FROM 4401 EL CAMINO REAL SUITE A, ATASCADERO CA 93422. 3) 11/2010 OWNER; P.C. INCOME TAX SERVICES; TAX PREP SERVICE COMPANY; TAX PREP SERVICES PERFORMED BY CPAS; 1% OF TIME; INVESTMENT RELATED: NO; FROM 4401 EL CAMINO REAL SUITE B, ATASCADERO CA 93422. 4) 02/2009 CONSULTANT; REFER CLIENTS TO ADVANCED ESTATE PLANNING CONSULTANT; RECEIVE REFERRAL FEES; 1% OF TIME; INVESTMENT RELATED: NO; FROM 4401 EL CAMINO REAL SUITE A, ATASCADERO CA 93422. 5) NAME: ELIZABETH JENKINS EDUCATION TRUST; INV RELATED: NO; ADDRESS: 4401 EL CAMINO REAL SUITE A, ATASCADERO, CA 93422; NATURE: EDUCATION TRUST FOR NAMED FAMILY MEMBERS; POSITION: WILL DISTRIBUTE FUNDS TO THE BENEFICIARIES AS THEY QUALIFY FOR FUNDS; START DATE: 07/17/2019; HOURS/MONTH: LESS THAN 1; TRADING HOURS/MONTH: LESS THAN 1; DUTIES: TRUSTEE WILL MANAGE ASSETS AND DISTRIBUTE TO KIDS AS THEY ATTEND AND GRADUATE FROM COLLEGE 6) NAME: AMERICAN RED CROSS; INVESTMENT RELATED; NO; ADDRESS: 225 PRADO RD #A, SAN LUIS OBISPO, CA 93401; NATURE OF THE BUSINESS; HELP PEOPLE AND COMMUNITIES IN DISASTERS; POSITION: DISASTER ACTION TEAM; HOURS PER WEEK: 0-12 HOURS; START DATE: 8/9/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-09-01
S63	Uniform Securities Agent State Law Examination	1990-07-26

S65 Uniform Investment Adviser Law Examination

1994-09-01
S63 Uniform Securities Agent State Law Examination

1990-07-26

View on SEC IAPD