William Pack Holmes

Current Employers

Employment History

• 07/1998 → Present
  Hornor, Townsend & Kent, Inc.
  Bala Cynwyd, PA
• 01/1998 → Present
  The Holmes Group
  Philadelphia, PA

Previous Registrations

• 2001-09-07 → 2012-07-12
  Estate Strategies, Inc.
  Philadelphia, PA

Other Businesses

1) INSURANCE BROKERAGE - DBA: ESI-THE HOLMES GROUP, INVESTMENT-RELATED, 200 W. LANCASTER AVE SUITE 204 WAYNE PA 19087, LIFE INSURANCE, PROPRIETOR/OWNER/PARTNER, START DATE: 1998, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE. 2) CAP / CLIENT ADVOCACY PARTNERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER-ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR | ADDRESS: 222 OHIO ST.OSHKOSH, WI 54902 | START DATE: 2016-10-12 | NATURE OF ACTIVITY: OTHER-NETWORKING GROUP USED TO SHARE IDEAS | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR CLIENTS. THESE MEETINGS CONSIST OF SEMI-ANNUAL TWO AND HALF DAY MEETINGS AS WELL AS SEMI-ANNUAL SCHEDULED CONFERENCE CALLS. WE ALSO EXCHANGE IDEAS ON A CURRENT CASES VIA PHONE OR EMAIL ON A REGULAR BASIS. 3) SECURITIES AND LIFE INSURANCE SALES | DBA: CHRISTINE PALMER HENNIGAN | POSITION: AGENT | NATURE: SECURITIES AND LIFE INSURANCE SALES | INVESTMENT RELATED: YES | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 10/17/2025 | ADDRESS: 115 WESTOWN RD, #202, WEST CHESTER PA 19382 | DESCRIPTION: USE OF DBA NAME. 4) TRUST AND WILL SERVICE | DBA: ESI CONSULTING, LLC | POSITION: PARTNER | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 2 | START DATE: 05/13/2026 | ADDRESS: 200 W LANCASTER AVE, SUITE 204, WAYNE PA 19087 | DESCRIPTION: TRUST AND WILL SERVICE | POSITION: PARTICIPANT NATURE: ATTORNEY/LEGAL SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 5-8 START DATE: 05/13/2026 | ADDRESS: 200 WEST LANCASTER AVENUE SUITE 204, WAYNE,PA19087| DESCRIPTION: ESI CONSULTING, LLC IS PARTNERING WITH TRUST&WILL.COM TO OFFER BASIC ESTATE PLANNING AND REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST&WILL.COM. ESI CONSULTING, LLC WILL INVOICE THESE SERVICES SEPARATELY AND COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. ESI CONSULTING, LLC AND THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED BY OR WITH HTK".

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-27
• S63 Uniform Securities Agent State Law Examination
  1998-08-13

Other Names

• Buck Holmes