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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-20 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
9820 Westpoint Drive Suite 200, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 04/2013 | 06/2022 |
| Mml Investors Services, Llc | Indianapolis | IN | 04/2013 | 06/2022 |
| Westpoint Financial Group | Indianapolis | IN | 05/2013 | 06/2022 |
| Four Quadrant Wealth Advisors, Inc. | Carmel | IN | 06/2022 | 07/2023 |
| Creative Planning, Llc | Indianapolis | IN | 07/2023 | Present |
NAME: COLIN HOLMES INV REL: N ADD: RESIDENTIAL ADD NATURE: VOLLEYBALL COACH POSITION: GENERAL MANAGER/ASSISTANT COACH START DATE: 10/01/2020 NO HRS/MO: 32 NO HRS/MO DUR TRADING: 0 DUTIES: MAIN DUTIES ARE PRACTICE AND TOURNAMENT INSTRUCTION FOR 17 YEAR OLD VOLLEYBALL TEAM. ALSO AID WITH MONTHLY BILLING OF ATHLETE PARENTS AND MANAGING THE CLUB FINANCES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-25 |
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