Todd Edwin Holt

Current Employers

Employment History

• 09/1997 → Present
  T & N Enterprises, Llc
  Delta, UT
• 04/2017 → Present
  Cubc, Llc
  Delta, UT
• 05/2002 → Present
  3H, Inc.
  Delta, UT
• 05/2022 → Present
  Avantax Planning Partners, Inc.
  Delta, UT
• 05/2013 → Present
  Holt & Company
  Delta, UT

Other Businesses

1) HOLT & COMPANY POSITION: President NATURE: Provides Accounting services, Tax Prep services, other accounting related services such as bookkeeping, payroll, business consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 05/16/2013 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: Manager, Tax Prep, Client Relations, Accounting, payroll, bookkeeping and business consulting. Once licensed I can offer investment guidance and products to clients. 2) AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients, provide financial and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2022 ADDRESS: 655 E Days Ave, DELTA UT 84624, United States DESCRIPTION: Primary communication with financial planning assist clients with investment choices, and review investment performance with clients 3) T&N ENTERPRISES, LLC POSITION: Member NATURE: Commercial Real Estate Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/08/1997 ADDRESS: 256 E 4500 S, Delta UT 84624, United States DESCRIPTION: maintenance of property. My wife is the manager of this entity. 4) 3H INC POSITION: Director NATURE: 3H Inc is an employee leasing company that currently only services the employees of Holt & Company. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/13/2002 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: prepare payroll and pay bills, transfer funds to cover payroll and payroll taxes this is the extent of my duties for this entity 5)CUBC LLC POSITION: Member NATURE: Commercial Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/20/2017 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: Collect rent, pay bills minor maintenance

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-11

Other Names

• Todd E Holt
• Todd Holt