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Inactive

Noah Andrew Holmes

Bailard, Inc.

Foster City, CA

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Current Employers
Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-28
  • CA RA
    APPROVED
    Since 2023-02-28

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • 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
Ace Parking Huntington Beach CA 03/2017 08/2017
Leisure Capital Management, Llc Costa Mesa CA 06/2019 09/2019
Columbia Bank Eugene OR 06/2020 09/2020
Bailard, Inc. Foster City CA 08/2021 Present
Marina High School Huntington Beach CA 06/2012 03/2017
University Of Oregon Eugene OR 08/2017 06/2019
University Of Oregon Eugene OR 09/2019 06/2020
University Of Oregon Eugene OR 09/2020 08/2021
  • 03/2017 → 08/2017
    Ace Parking
    Huntington Beach, CA
  • 06/2019 → 09/2019
    Leisure Capital Management, Llc
    Costa Mesa, CA
  • 06/2020 → 09/2020
    Columbia Bank
    Eugene, OR
  • 08/2021 → Present
    Bailard, Inc.
    Foster City, CA
  • 06/2012 → 03/2017
    Marina High School
    Huntington Beach, CA
  • 08/2017 → 06/2019
    University Of Oregon
    Eugene, OR
  • 09/2019 → 06/2020
    University Of Oregon
    Eugene, OR
  • 09/2020 → 08/2021
    University Of Oregon
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-27
  • S65 Uniform Investment Adviser Law Examination
    2023-02-27

View on SEC IAPD

Other Firms

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U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

More in Foster City, CA

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