Michelle Mckesson Holmes

Current Employers

Employment History

• 02/2009 → 07/2019
  Morgan Stanley & Co. Llc
  Dallas, TX
• 07/2019 → 05/2020
  Corps Capital Advisors, Llc
  Dallas, TX
• 10/2020 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2020 → 10/2020
  Unemployed
  Dallas, TX
• 12/2021 → Present
  Americana Partners, Llc
  Dallas, TX
• 07/2022 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → Present
  Saxony Securities
  St Louis, MO

Previous Registrations

• 2020-11-20 → 2021-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2019-11-21 → 2020-05-15
  Corps Capital Advisors, Llc
  Dallas, TX
• 2009-06-01 → 2019-07-31
  Morgan Stanley
  Dallas, TX
• 2009-02-13 → 2009-06-01
  Morgan Stanley & Co. Llc
  Dallas, TX
• 2007-07-12 → 2009-03-04
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

1) Americana Partners; DBA for securities related business. 2) Americana Partners RIA; Investment-related; 83333 Douglas Ave, Suite 450, Dallas, TX 75225; registered investment advisor; title: relationship specialist/associated vice president; start date: 12/2021; 220 hours per month, during trading hours; acts as a relationship specialist/AVP. Licensed non-producer. 3) Civic League; Not investment-related; PO Box 814372, Farmers Branch, TX 75234; title: Vice President, Scholarships and Grants, Vice President; start date: 02/2020; 10 hours per month, 0 during trading hours; lead meetings and participate in fundraisers to provide scholarships and grants. 4) Page's Place; Not investment-related; 3585 CR 3420, Hawkins, TX 75765; consulting; Title: Board member; start date: 2020; 1 hour per month, 0 during trading hours; consulting for ways to raise money and assist young single moms.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-10

Other Names

• Michelle Ann Bollen
• Michelle Ann Mckesson
• Michelle Ann Holmes
• Michelle Ann Holmes
• Michelle Mckesson Holmes