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Timothy James Holtz

LPl Financial LLC

Altoona, PA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-10
TX RA APPROVED_RES 2025-07-10
  • PA RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2025-07-10

Branch Locations

322 Frankstown Rd, Altoona, PA 16602 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Altoona PA 03/1989 Present
Next Financial Group, Inc. Hampton VA 08/1999 07/2025
Lpl Financial Llc Altoona PA 07/2025 Present
  • 03/1989 → Present
    Self Employed
    Altoona, PA
  • 08/1999 → 07/2025
    Next Financial Group, Inc.
    Hampton, VA
  • 07/2025 → Present
    Altoona, PA
Previous Registrations
  • 2012-04-02 → 2025-07-10
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
    Altoona, PA
    Altoona, PA
Other Businesses

1 - 07/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 2 Hours/Month - 2 Hours During Trading - Altoona, PA - OBA Start Date: 03/13/2004. 2 - 07/2025 - Notary - Inv Related - 2 Hours/Month - 2 Hours During Trading - Altoona, PA - OBA Start Date: 04/17/2019.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-28
S63 Uniform Securities Agent State Law Examination 1985-07-11
  • S66 Uniform Combined State Law Examination
    2012-03-28
  • S63 Uniform Securities Agent State Law Examination
    1985-07-11

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