TREY ROBERT HOLMAN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with CREATIVEONE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVEONE WEALTH, LLC | 2025-08-22 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2018-08-14 | 2025-08-22 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2016-07-21 | 2018-08-14 | — |
| CALTON & ASSOCIATES, INC. | 2015-07-28 | 2016-07-22 | — |