Kelly Bryan Holloway

Current Employers

Employment History

• 01/2013 → 12/2021
  Cornerstone Cpa Group, Llc
  Overland Park, KS
• 03/2018 → 04/2022
  Lumia Wealth, Llc (Formerly Cornerstone Wealth Advisors, Llc)
  Overland Park, KS
• 11/2021 → Present
  North Pointe Cpa Group, Llc
  Overland Park, KS
• 11/2022 → 12/2024
  North Pointe Wealth Advisors, Llc
  Overland Park, KS
• 12/2024 → Present
  Freestate Advisors Llc
  Overland Park, KS

Previous Registrations

• 2023-05-22 → 2024-12-09
  North Pointe Wealth Advisors, Llc
  Overland Park, KS
• 2018-03-22 → 2022-04-01
  Lumia Wealth, Llc
  Overland Park, KS

Other Businesses

1) Portum Properties - 1/2017 to Present. Not Investment Related. 6420 W.95th Street, Overland Park, KS 66212. Nonresidential rental (building that housed Cornerstone CPA and Lumia Wealth and currently houses North Pointe CPA Group); 99% Shareholder. Hours are limited and vary during year. Not many during trading hours. 2) Flossie's Farm, LLC - Owner. 1/2016 to Present. Not Investment Related. Land Holding. 7515 Twilight Lane, Lenexa, KS 66217. Hours are limited and vary during year. Not many during trading hours. 3) The Prime Directive, Inc. - President. 11/1995 to Present. Not Investment Related. Non-Operating Entity. 7515 Twilight Lane, Lenexa, KS 66217. Prior business with little to no activity currently. Almost no time spent on this activity in last two years, not expected to change. 4) Certified Public Accountant - 8/1996 to Present. Not Investment Related. 6420 West 95th St., Suite 202, Overland Park, KS, 66212. Provides accounting and tax services to clients and prospects. 80% of his time will be spent on this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-02