Dave Holtz active positions
| Companies | Position | Start | End |
|---|---|---|---|
NEXT Financial Holdings, Inc.
 NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Director/Board Member | - | - |
| Founder | - | - | |
| 4WARD Financial Marketing, Inc. | Director/Board Member | 19/10/2010 | - |
Career history of Dave Holtz
Former positions of Dave Holtz
| Companies | Position | Start | End |
|---|---|---|---|
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Founder | 31/12/1998 | 31/12/2021 |
Statistics
International
| United States | 4 |
Operational
| Founder | 2 |
| Director/Board Member | 2 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
NEXT Financial Holdings, Inc.
NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Finance |
| 4WARD Financial Marketing, Inc. |
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