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William Louie Holmes

LPl Financial LLC

San Angelo, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

3115 W Loop 306, Ste 100B, San Angelo, TX 76904 • 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
New York Life Insurance Company Austin TX 10/2021 11/2024
Nylife Securities Llc Austin TX 04/2022 11/2024
Supply Preacher Fort Worth TX 05/2021 05/2022
Central Christian Church Of The Arts District Fort Worth TX 11/2017 06/2020
Central Baptist Church Itasca TX 08/2017 11/2017
Southwestern Baptist Theological Seminary Fort Worth TX 08/2016 05/2021
Next Financial Group San Angelo TX 10/2024 07/2025
Lpl Financial Llc San Angelo TX 07/2025 Present
  • 10/2021 → 11/2024
    New York Life Insurance Company
    Austin, TX
  • 04/2022 → 11/2024
    Nylife Securities Llc
    Austin, TX
  • 05/2021 → 05/2022
    Supply Preacher
    Fort Worth, TX
  • 11/2017 → 06/2020
    Central Christian Church Of The Arts District
    Fort Worth, TX
  • 08/2017 → 11/2017
    Central Baptist Church
    Itasca, TX
  • 08/2016 → 05/2021
    Southwestern Baptist Theological Seminary
    Fort Worth, TX
  • 10/2024 → 07/2025
    Next Financial Group
    San Angelo, TX
  • 07/2025 → Present
    San Angelo, TX
Previous Registrations
  • 2024-11-27 → 2025-07-10
    Next Financial Group, Inc.
    Houston, TX
    San Angelo, TX
    San Angelo, TX
Other Businesses

1. 07/10/2025- Community Hills Christian Church-Other- Not INV Related- At San Angelo, TX- Start date 10/31/2021- 10 Hours Per Month 2. 07/10/2025- TransAmerica LIfe Insurance-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 11/06/2024- 2 Hours Per Month- 2 Hours During Trading 3. 07/10/2025- Concho Valley Workforce Development Board- Non-Profit Board Member- Not INV Related- At San Angelo, TX- Start date 09/21/2023- 2 Hours Per Month- 2 Hours During Trading 4. 07/10/2025- BKM Financial, LLC.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/02/2024- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-26
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Other Names
  • Trey Holmes
  • William Louie Holmes

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