Alisha Holt

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-28
TX	RA	APPROVED_RES	2025-03-28

Branch Locations

2885 S. 6Th Street, Klamath Falls, OR 97603 • United States

133 W. Main Street, Eagle Point, OR 97524 • United States

81 E. Stewart Avenue, Medford, OR 97501 • United States

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

Organization	City	State	From	To
Wells Fargo Bank Na	Paso Robles	CA	10/2005	02/2020
Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc	San Luis Obispo	CA	02/2020	01/2022
Wells Fargo Clearing Services, Llc	Paso Robles	CA	02/2022	08/2022
Keybank National Association	Grants Pass	OR	09/2022	12/2022
Key Investment Services	Grants Pass	OR	09/2022	08/2024
Wells Fargo Bank, Na	Medford	OR	08/2024	03/2025
J.P. Morgan Securities Llc	Medford	OR	03/2025	Present
Jpmorgan Chase Bank, N.A.	Medford	OR	03/2025	Present

10/2005 → 02/2020

Wells Fargo Bank Na

Paso Robles, CA
02/2020 → 01/2022

Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc

San Luis Obispo, CA
02/2022 → 08/2022

Wells Fargo Clearing Services, Llc

Paso Robles, CA
09/2022 → 12/2022

Keybank National Association

Grants Pass, OR
09/2022 → 08/2024

Key Investment Services

Grants Pass, OR
08/2024 → 03/2025

Wells Fargo Bank, Na

Medford, OR
03/2025 → Present

J.P. Morgan Securities Llc

Medford, OR
03/2025 → Present

Jpmorgan Chase Bank, N.A.

Medford, OR

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-30
S63	Uniform Securities Agent State Law Examination	2014-05-15

Other Firms