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David Eric Holt

Investment Adviser Representative at Nexpoint Insurance Solutions, L.P.

Dallas, TXCRD #2426935Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
Exams Passed
12

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Eric Holt is an investment adviser representative with Nexpoint Insurance Solutions, L.P. in Dallas, TX, where they have been registered since 2019. They have worked in the securities industry since 1995 and were previously registered with Nexbank Wealth Advisors. They have passed 12 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Office

300 Crescent Court, Suite 700
Dallas, TX 75201

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
4 states and territories

Colorado, New Mexico, Oregon, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/13/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 11/30/1993
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/15/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/19/1993
Series 14
Compliance Officer Examination
Passed 3/15/2007
Series 12
NYSE Branch Manager Examination
Passed 12/14/2000
Series 4
Registered Options Principal Examination
Passed 1/28/1999
Series 53
Municipal Securities Principal Examination
Passed 12/18/1998
Series 24
General Securities Principal Examination
Passed 2/20/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Nexpoint Insurance Solutions, L.P.Current
8/19/2019 – Dallas, TX
Nexbank Wealth Advisors
12/13/2017 – 3/31/2022Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NexPoint Securities, Inc.
    Oct 2014 – no end date reportedDallas, TX
  2. Nexbank Securities, Inc.
    Oct 2014 – no end date reportedDallas, TX

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Nexpoint Insurance Solutions, L.P.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Dallas, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Eric Holt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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