John M. Holt

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CRD#: 4881417

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John M. Holt JR. was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2005. John had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) HOLSINGER, P.C. - NOT INVESTMENT RELATED - 117 VIP DR, SUITE 220, WEXFORD, PA 15090 - ACCOUNTING FIRM - PRESIDENT SINCE 10/1994 - 90% OF TIME DEVOTED DURING TRADING HOURS - MANAGING ACCOUNTING BUSINESS AND PROVIDED ACCOUNTING SERVICES AS A CPA. (2) STEELGATE ADVISORS, LLC - INVESTMENT RELATED - 117 VIP DR, SUITE 220, WEXFORD, PA 15090 - MERGERS & ACQUISITIONS/INVESTMENT BANKING - DIRECTOR SINCE 05/2015 - 10% OF TIME DEVOTED DURING TRADING HOURS - MERGERS & ACQUISITIONS; BUSINESS VALUATIONS, TAX PLANNING/STRUCTURING FOR MIDDLE MARKET COMPANIES. (3) THE PAYROLL SHOPPE, LLC; - NOT INVESTMENT RELATED - 117 VIP DR, SUITE 220, WEXFORD, PA 15090 - PAYROLL SERVICES COMPANY - PRESIDENT SINCE 08/2012 - 5% OF TIME DEVOTED DURING TRADING HOURS - MANAGING PAYROLL SERVICES COMPANY. (4) NORTH PARK EVANGELICAL PRESBYTERIAN CHURCH - NOT INVESTMENT RELATED - 600 INGOMAR ROAD, WEXFORD, PA 15090 - CHURCH - FINANCE COMMITTEE MEMBER - NO COMPENSATION IS RECEIVED FOR THIS COMMITTEE POSITION - 5 HOURS/MONTH DEVOTED NOT DURING TRADING HOURS.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 3, 2005 - February 21, 2025

HOPEMAN VENTURES, LLC

RIA

CRD#: 133414

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

HOPEMAN VENTURES, LLC

CRD#: 133414 / SEC#:

Delaware

Registered Investment Advisory firm - (3/18/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2005 Approved)

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Contact information

Main Address

117 Vip Drive Suite 220, Wexford, PA 15090

Mailing Address

Phone number

(724) 934-4880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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