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Matthew Patrick Holmes

Allworth Financial, L.P.

Indianapolis, IN

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-02
  • IN RA
    APPROVED
    Since 2024-12-02

Branch Locations

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Td Ameritrade Ft. Worth TX 06/2014 07/2017
Charles Schwab & Co., Inc. Indianapolis IN 02/2018 03/2022
Bkd Wealth Advisors Indianapolis IN 03/2022 05/2022
Forvis Wealth Advisors, Llc Springfield MO 06/2022 01/2024
Thrivent Investment Management Inc. Minneapolis MN 02/2024 03/2024
Td Ameritrade Indianapolis IN 07/2017 02/2018
Doordash Fishers IN 01/2024 04/2024
Wealthpoint Advisors Indianapolis IN 04/2024 12/2024
Aw Securities Indianapolis IN 12/2024 Present
Allworth Financial Indianapolis IN 12/2024 Present
  • 06/2014 → 07/2017
    Td Ameritrade
    Ft. Worth, TX
  • 02/2018 → 03/2022
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 03/2022 → 05/2022
    Bkd Wealth Advisors
    Indianapolis, IN
  • 06/2022 → 01/2024
    Forvis Wealth Advisors, Llc
    Springfield, MO
  • 02/2024 → 03/2024
    Thrivent Investment Management Inc.
    Minneapolis, MN
  • 07/2017 → 02/2018
    Td Ameritrade
    Indianapolis, IN
  • 01/2024 → 04/2024
    Doordash
    Fishers, IN
  • 04/2024 → 12/2024
    Wealthpoint Advisors
    Indianapolis, IN
  • 12/2024 → Present
    Aw Securities
    Indianapolis, IN
  • 12/2024 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
  • 2024-05-10 → 2024-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 2024-02-14 → 2024-03-01
    Thrivent Investment Management Inc.
    Minneapolis, MN
  • 2022-04-08 → 2024-01-09
    Forvis Mazars Wealth Advisors, Llc
    Indianapolis, IN
    Springfield, MO
  • 2018-03-13 → 2022-03-03
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 2014-09-10 → 2018-02-09
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Indianapolis, IN
  • 2014-09-10 → 2018-02-09
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Omaha, NE
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2014-09-05
Designations
Other Names
  • Matthew Holmes
  • Matthew Patrick Holmes
  • Matthew P Holmes
  • Matt Holmes

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC
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BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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