Brandi Jill Holmes

Current Employers

Employment History

• 06/2015 → 11/2016
  Lpl Financial
  Plano, TX
• 06/2015 → 11/2016
  Level Four Advisory Services
  Plano, TX
• 06/2015 → Present
  Anchor Private Planning
  Plano, TX
• 11/2016 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 03/2017 → 08/2021
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2015-06-18 → 2016-11-09
  Level Four Advisory Services
  Dallas, TX
• 2004-03-11 → 2015-06-24
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1) Insurance Agent. Investment Related. 751 E Southlake Blvd Suite 120 Southlake TX, 76092. Title: Agent. Start Date: June 17th 2015. Hours Per Month: 5 Hours per Month. Duties: Sale and service of insurance products and services. 2) Mimosa Creek LLC. Address: 807 Pond Springs Ct., Keller, TX 76248. DBA for real estate rental. Owner of Rental property. Position/ Member. 06/16/2015. Less than 1 Hour per month, none during Securities trading hours. Not an investment related activity. 3) Blackberry Creek LLC: Holding company for rental property. Position: member and landlord since 06/16/2021. Less than 1 Hour per month, none during Securities trading hours. Not an investment related activity. 4) 840 SQ FT LLC: company that holds a commercial property. Position: managing member & owner of building since 04/01/2022. Less than 1 Hour per month, none during Securities trading hours. Not an investment related activity.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-19
• S63 Uniform Securities Agent State Law Examination
  2001-05-08

Designations

Other Names

• Brandi Jill Hardin