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302 1/2 Marine Ave, Newport Beach, CA 92662 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Newport Beach | CA | 08/2022 | 12/2025 |
| Pilot Catastrophe Services | Mobile | AL | 09/2020 | 08/2022 |
| University Of Colorado Boulder, Leeds School Of Business | Boulder | CO | 06/2019 | 09/2020 |
| Bc Surf And Sport | Boulder | CO | 07/2018 | 05/2019 |
| University Of Colorado Boulder, Leeds School Of Business | Boulder | CO | 08/2015 | 07/2018 |
| Holt Investment Partners Llc | Newport Beach | CA | 12/2025 | Present |
Daniel Tyler Holt is the owner of Amethyst Insurance Agency LLC, an independent insurance brokerage. The business address is 302 1/2 Marine Avenue, Newport Beach, CA 92662. The business provides non-securities insurance products, including life, long-term care, and annuities. Mr. Holt spends approximately 10-16 hours per month on this activity, with approximately 0-2 hours per month occurring during securities trading hours. He receives commission-based compensation from the sale of insurance products. Insurance services are offered separately and independently from his investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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