BD
Brian David Holmes
CRD 1263061
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Signature Estate & Investment Advisors Llc | Registered representative | 07/20/2026 |
| Signature Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Signature Investment Advisors, Llc
President/Managing Member · 10% – 25% · Jun 2024
-
Signature Estate & Investment Advisors Llc
President/Ceo/Secretary · 50% – 75% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗