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Penelope Claire C Holmes

Creative Money LLC

Mountlake Terrace, WA

Atlanta, GA

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Current Employers
Creative Money Llc

Mountlake Terrace, WA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-06
CA RA APPROVED 2025-09-30
WA RA APPROVED 2025-09-30
  • GA RA
    APPROVED
    Since 2025-10-06
  • CA RA
    APPROVED
    Since 2025-09-30
  • WA RA
    APPROVED
    Since 2025-09-30

Branch Locations

Mountlake Terrace, WA • United States

Atlanta, GA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 04/2021 07/2021
Georgia State University Atlanta GA 06/2018 05/2019
Sebastian Enterprises Llc, Dba Piedmont Bark Atlanta GA 08/2013 12/2021
Compass Wealth Management, Llc Atlanta GA 12/2021 07/2025
Unemployed Atlanta GA 08/2025 08/2025
Creative Money Llc Seattle WA 09/2025 Present
  • 04/2021 → 07/2021
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2018 → 05/2019
    Georgia State University
    Atlanta, GA
  • 08/2013 → 12/2021
    Sebastian Enterprises Llc, Dba Piedmont Bark
    Atlanta, GA
  • 12/2021 → 07/2025
    Compass Wealth Management, Llc
    Atlanta, GA
  • 08/2025 → 08/2025
    Unemployed
    Atlanta, GA
  • 09/2025 → Present
    Creative Money Llc
    Seattle, WA
Previous Registrations
Designations
Other Names
  • Claire Holmes
  • Claire Crump Holmes

View on SEC IAPD

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