Ronald Kevin Holmes

Current Employers

Employment History

• 07/1978 → Present
  Amway Corporation
  Ada, MI
• 01/1986 → Present
  Rem Group
  Philadelphia, PA
• 07/1986 → Present
  Holmes Financial Services
  Moorestown, NJ
• 06/1994 → Present
  Bts Asset Management
  Lexington, MA
• 01/2004 → Present
  Calton & Associates, Inc.
  Vineland, NJ

Previous Registrations

• 2001-05-09 → 2003-12-31
  Usallianz Securities, Inc.
  Moorestown, NJ

Other Businesses

No. 1) Name of Business: Strategic Tax Planning. Non-Investment related. Address: PO Box 459 Vineland, NJ 08362. Nature of Business: DBA for Tax planning and preparation along with college funding and mortgage consulting. Position/Title/Relationship: Partner. Start Date: 2004. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Tax planning and preparation. No. 2) Name of Business: The Holmes Group. Non-Investment related. Address: PO Box 459 Vineland, NJ 08362. Nature of Business: DBA for Holmes Financial Services and HFS Planning. Position/Title/Relationship: Owner. Start Date: 1984. Hours per month: 5. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Insurance sales. No. 3) Name of Business: REM Group. Non-Investment related. Address: PO Box 459 Vineland, NJ 08362. Nature of Business: Limited partnership investing in real estate. Position/Title/Relationship: Partner. Start Date: 1982. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Purchase, renovate, rental and sale of rental property. No. 4) Name of Business: ACN. Non-Investment related. Address: 304A Mulberry Cove, Mt Laurel, NJ 08054. Nature of Business: Telecommunications, Energy, and Solar. Position/Title/Relationship: Independent Business Affiliate. Start Date: 01/2011. Hours per month: 20. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Independent sales rep. No. 5) Name of Business: Ron Holmes. Non-Investment related. Address: 304A Mulberry Cove, Mt Laurel, NJ 08054. Nature of Business: Referee soccer matches. Position/Title/Relationship: Independent Contractor. Start Date: 1995. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Personal services; Soccer officiating.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-22
• S63 Uniform Securities Agent State Law Examination
  1985-10-08