Lucas Holmes

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-18
MD	RA	APPROVED	2024-11-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Salisbury	MD	12/2020	10/2024
R&R Coatings	Salisbury	MD	09/2020	12/2020
Avery Hall Insurance	Salisbury	MD	01/2020	06/2020
Salisbury University	Salisbury	MD	06/2013	05/2020
Salisbury University	Salisbury	MD	08/2016	05/2020
Morgan Stanley Private Bank, N.A	New York	NY	03/2021	10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ocean City	MD	10/2024	Present
Travis Boardman Inc	Salisbury	MD	12/2019	01/2020
Gartner Group	Irving	TX	05/2019	08/2019
Salisbury University Residence Life	Salisbury	MD	06/2013	05/2020
Bank Of America, N.A.	Ocean City	MD	12/2024	Present

12/2020 → 10/2024

Morgan Stanley

Salisbury, MD
09/2020 → 12/2020

R&R Coatings

Salisbury, MD
01/2020 → 06/2020

Avery Hall Insurance

Salisbury, MD
06/2013 → 05/2020

Salisbury University

Salisbury, MD
08/2016 → 05/2020

Salisbury University

Salisbury, MD
03/2021 → 10/2024

Morgan Stanley Private Bank, N.A

New York, NY
10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ocean City, MD
12/2019 → 01/2020

Travis Boardman Inc

Salisbury, MD
05/2019 → 08/2019

Gartner Group

Irving, TX
06/2013 → 05/2020

Salisbury University Residence Life

Salisbury, MD
12/2024 → Present

Bank Of America, N.A.

Ocean City, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-07

Other Firms