Scott Robert Holmes

Current Employers

Employment History

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 04/2015 → Present
  Bank Of America, N.A.
  Troy, MI

Previous Registrations

• 2013-10-11 → 2015-04-01
  J.P. Morgan Securities Llc
  Warren, MI
  Detroit, MI
  Detroit, MI
  Madison Heights, MI
  Detroit, MI
  Detroit, MI
  Troy, MI
  Royal Oak, MI
  Madison Heights, MI

Other Businesses

I*103636FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SHOREWOOD KIWANISINVESTMENT RELATED: NOADDRESS OF BUSINESS: SAINT CLAIR SHORES, MICHIGAN 48081NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER START DATE OF RELATIONSHIP: 10/1/2016NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: PART OF MEMBERSHIP COMMITTEE, DUTIES WILL BE TOWARD PROMOTE AWARENESS OF THE CLUB AND THE CHARITABLE ACTIVITIES IN AND AROUND SAINT CLAIR SHORES. ALSO FUND RAISING FOR CLUB AND THE SHOREWOOD FOUNDATION. BE RESPONSIBLE FOR CLUB'S LINKEDIN PAGE. I* 1551267For profit or not for profit: Name of outside business organization: Detroit Regional Dollars for ScholarsInvestment related: YesAddress of business: Detroit, MIPosition, title, association: CommitteeStart date of relationship: 11/06/2023Number of hours devoted: 5 hrs mthlyNumber of hours devoted during trading hours: 0 Duties: Finance Committee to provide inputs and knowledge for fundraising and endowmentI*: 2187291Entity Type: GovernmentalName of OBA: Saint Clair Shores Downtown Development AuthorityAddress: Saint Clair Shores, MI 48081Investment Related: NoPosition, Title, Association: Board Member Employee Start Date: 2/28/2025Number of Hours: 16 hrs annuallyNumber of Hours during trading: 16 hrs annuallyDuties: Provide a voice as a citizen of Saint Clair shores to projects in the downtown area that will benefit the majority of the citizens I*2186270, Entity Type: Entity Governmental, Name of OBA: Saint Clair Shores Tax Increment Finance Authority, Address: Saint Clair Shores, Michigan, 48081, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/05/2025, No Hours: 16 Yearly, No Hours during Trading: 16 Yearly, Duties: Voice as Citizen on Project to improve the Water Front in saint clair shores

Exams

• S66 Uniform Combined State Law Examination
  2013-10-09
• S63 Uniform Securities Agent State Law Examination
  2007-07-18

Other Names

• Scott Holmes