Hunter Jay Holt

Current Employers

Employment History

• 01/2019 → Present
  3H Inc.
  Beaver, UT
• 01/2018 → 12/2018
  Eide Bailly
  Salt Lake City, UT
• 08/2014 → 12/2017
  Southern Utah University
  Cedar City, UT
• 01/2011 → 12/2017
  Student
  Cedar City, UT
• 10/2020 → Present
  H & B Endeavors Llp
  Beaver, UT
• 05/2022 → Present
  Avantax Planning Partners, Inc.
  Beaver, UT

Other Businesses

1) H & B ENDEAVORS LLP POSITION: Partner NATURE: An LLC that holds residential rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2020 ADDRESS: 35 W 200 S, Beaver UT 84713, United States DESCRIPTION: A partner in the LLC and help manage the operation of the rentals. Collect Rent Pay Bills 2) AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients. Provide financial investment and planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/04/2022 ADDRESS: 190 N 100 E, PO Box 2149, Beaver UT 84713, United States DESCRIPTION: Primary communication with financial planning. Assist client with investment choices. Review investment performance with clients 3) 3H INC. POSITION: Senior Manager NATURE: 3H INC is an employee leasing agency that leases employees to Holt & Company. 3H INC employees are providing the following services for Holt & Company: File income tax returns File payroll tax returns With bookkeeping Once licensed, I can offer investment guidance and products to clients Tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 190 N 100 E, Beaver UT 84713, United States DESCRIPTION: CPA Firm that helps clients: File income tax returns. File payroll tax returns With bookkeeping Once licensed, I can offer investment guidance and products to clients Tax planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-07

Other Names

• Hunter J Holt
• Hunter Holt