Conner Richard Holm

Current Employers

Employment History

• 11/2022 → Present
  Jefferson Bank
  San Antonio, TX
• 10/2022 → 11/2022
  Amazon Fulfillment Center
  San Marcos, TX
• 08/2019 → 09/2022
  Holm Real Estate Appraisal Services, Llc
  Victoria, TX
• 04/2017 → 05/2019
  Sledge Appraisal Services
  San Antonio, TX
• 07/2016 → 03/2017
  Unemployed
  San Antonio, TX
• 08/2024 → 09/2025
  Avantax Investment Services Inc.
  Victoria, TX
• 08/2024 → 09/2025
  Avantax Advisory Services
  Victoria, TX
• 06/2019 → 09/2019
  Unemployment
  Victoria, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Victoria, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Holm Financial Services, Llc
  Victoria, TX

Previous Registrations

• 2025-07-29 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Victoria, TX

Other Businesses

1) HOLM REAL ESTATE APPRAISAL SERVICES, LLC POSITION: Director NATURE: The entity offered residential real estate appraisals for 1-4 family residential properties. It also offered measuring consults for properties. Those were all the services offered. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2019 ADDRESS: 104 Fairway, Victoria TX 77904, United States DESCRIPTION: I was contracted through management companies as a certified appraiser to complete appraisals for them on residential real estate. My license is still active, but I have not performed any work where my license is required, or collected any money through work related directly to my license, since May 2022. 2) JEFFERSON BANK POSITION: Appraisal Coordinator NATURE: The bank offers most services that are standard practice for banks. We offer private banking, different different types of loans (such as car, home, and boat), credit card and debit card services, checking and savings accounts, and CDs. There is an arm of our bank that is called 1900 wealth. It is wealth management company that The rest of the bank has no direct relation with. I have not done any work with them at all. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/2022 ADDRESS: 1900 Broadway, Suite 900, San Antonio TX 78215, United States DESCRIPTION: I am responsible for ordering appraisals for the lenders in this bank. I received the appraisal orders from the lenders and I get documents together that are necessary for compliance to be followed. Once I have established everything is correct, I send out the order to one of our approved appraisers. I communicate back-and-forth with them to ensure the process run smoothly so That they can return the appropriate appraisal needed. Once it returns, I processed the appraisal report and make sure the invoices are paid. I send this information off to the lender and they decide whether or not to go through with the loan. 3) NAME OF OTHER BUSINESS: HOLM FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2025-07-28

Other Names

• Conner Holm