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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-08-21 |
Branch Locations
The Shuford Building 12 Falls Avenue, Office 3, Granite Falls, NC 28630 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Charlotte | NC | 02/2019 | 11/2019 |
| State Employees Credit Union | Charlotte | NC | 08/2013 | 10/2018 |
| Papa Johns Usa Inc | Indian Trail | NC | 07/2018 | 08/2018 |
| Consolidated Guardian Life Insurance Company | Charlotte | NC | 11/2018 | 11/2019 |
| Portfolio Medics, Llc | Bonita Springs | FL | 08/2020 | Present |
| Seven Two Insurance | Charlotte | NC | 06/2020 | 10/2025 |
| Wallace Framing | Mooresville | NC | 01/2020 | 11/2025 |
| Ups | Archdale | NC | 11/2019 | 12/2019 |
| C Rice And Associates | Mooresville | NC | 12/2020 | Present |
| Kaizen Foundation | Mooresville | NC | 04/2023 | 08/2024 |
| Seven Two Advisors | Mooresville | NC | 04/2023 | 10/2025 |
| Seven Two Wealth Partners | Granite Falls | NC | 10/2025 | Present |
Mr. Holmes has the following Outside Business Activities (OBA). 1. He is an insurance agent and Business Consultant through Seven Two Wealth Partners. He spends approximately five hours a week in this market related endeavor during non-market hours. 2. Real Estate Agent with C Rice and Associates, registered in North Carolina, spends approximately 4 hours a month during market and non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-28 |
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