David Holmes

Current Employers

Employment History

• 02/2023 → 03/2025
  Brookstone Wealth Advisors
  Wheaton, IL
• 12/2018 → Present
  Anthem
  Costa Mesa, CA
• 11/2016 → 09/2018
  Independent Insurance Agent
  Newport Beach, CA
• 01/2015 → 11/2016
  Independent Mortgage Broker
  Irvine, CA
• 08/2019 → 12/2020
  Innovation Partners Llc
  Charlotte, NC
• 11/2018 → 07/2019
  Western International Securities, Inc.
  Westlake Village, CA
• 03/2025 → Present
  Lpl Enterprise Llc
  Orange, CA

Previous Registrations

• 2023-02-24 → 2023-09-15
  Brookstone Wealth Advisors, Llc
  Newport Beach, CA
  Wheaton, IL
  Irvine, CA
• 2019-08-23 → 2020-12-10
  Innovation Partners Llc
  Newport Beach, CA
  Charlotte, NC
• 2019-01-02 → 2019-07-03
  Western International Securities, Inc.
  Crystal Bay, NV
  Westlake Village, CA

Other Businesses

1. 03/03/2025 - Anthem Blue Cross - Non-Variable Insurance - Inv Related - Costa Mesa, CA - 12/18/2018 - 80hrs/MTH 2. 03/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Newport Beach, CA - 02/27/2025 - 160hrs/MTH 3. 03/03/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Newport Beach, CA - 02/27/2025 - 160hrs/MTH

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-18
• S66 Uniform Combined State Law Examination
  2023-02-18
• S65 Uniform Investment Adviser Law Examination
  2018-12-10

Other Names

• David A Holmes
• David Anthony Holmes