Kevin Holt

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-28
TX	RA	APPROVED	2025-07-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wantagh	NY	08/2022	07/2025
Walgreens	Johnson City	NY	08/2014	08/2022
Geico	Woddbury	NY	08/2018	06/2019
Waterway	Wantagh	NY	04/2018	05/2018
Binghamton University	Binghamton	NY	08/2017	08/2022
J.P. Morgan Securities Llc	New York	NY	07/2025	Present
Jpmorgan Chase Bank, N.A.	New York	NY	07/2025	Present
Schufire	Wantagh	NY	04/2018	05/2018

08/2022 → 07/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wantagh, NY
08/2014 → 08/2022

Walgreens

Johnson City, NY
08/2018 → 06/2019

Geico

Woddbury, NY
04/2018 → 05/2018

Waterway

Wantagh, NY
08/2017 → 08/2022

Binghamton University

Binghamton, NY
07/2025 → Present

J.P. Morgan Securities Llc

New York, NY
07/2025 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
04/2018 → 05/2018

Schufire

Wantagh, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-16

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