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Jeffery Holmes

Investream

Gwynn Oak, MD

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Current Employers
Investream

Gwynn Oak, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-04-20
  • MD RA
    APPROVED
    Since 2023-04-20

Branch Locations

Gwynn Oak, MD • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 09/2017 11/2018
Unemployed Gwynn Oak MD 02/2017 08/2017
La Fitness Towson MD 06/2016 02/2017
Morgan State Univeristy Baltimore MD 08/2014 05/2017
Morgan Stanley Baltimore MD 08/2019 Present
General Dynamic Information Technology Baltimore MD 11/2018 08/2019
Investream Advisory Gwynn Oak MD 10/2022 Present
  • 09/2017 → 11/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hunt Valley, MD
  • 02/2017 → 08/2017
    Unemployed
    Gwynn Oak, MD
  • 06/2016 → 02/2017
    La Fitness
    Towson, MD
  • 08/2014 → 05/2017
    Morgan State Univeristy
    Baltimore, MD
  • 08/2019 → Present
    Morgan Stanley
    Baltimore, MD
  • 11/2018 → 08/2019
    General Dynamic Information Technology
    Baltimore, MD
  • 10/2022 → Present
    Investream Advisory
    Gwynn Oak, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-21
  • S66 Uniform Combined State Law Examination
    2018-02-21
Other Names
  • Jeffery Holmes
  • Jeffery Arthur Holmes

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