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613 Deahl St, Borger, TX 79007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-25 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geralds Office Products | Borger | TX | 11/2001 | Present |
| Kenai Investments, Inc. | Borger | TX | 02/2016 | 02/2022 |
| Holt Wealth Management Llc | Boger | TX | 11/2021 | Present |
| Holt Wealth Management Llc | Boger | TX | 02/2022 | Present |
Gerald's Office Products; Not investment related, Borger, TX; 11/2001; Outside sales employee; Oversee furniture projects and occasionally assist with other operations of the business; 40 hrs per month; 20 hrs during trading. Hutchinson County United Way; Not investment Related; 301 W 6th St #312, Borger, TX 79007; Nonprofit; President of the Board; 03/2026, 4 Hours/Month; 2 Hours during Security hours; Run meetings, assign committees, give input along with BOD towards local nonprofit effectiveness in the county.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-04 |
| S66 | Uniform Combined State Law Examination | 2015-03-09 |
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