Matthew Patrick Holmes is an investment adviser representative (IAR) with state registration records since 2014, appearing at 7 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2024-12-02 | present | Yes |
| WEALTHPOINT ADVISORS LLC | 2024-05-10 | 2024-12-31 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2024-02-14 | 2024-03-01 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2022-04-08 | 2024-01-09 | — |
| CHARLES SCHWAB & CO., INC. | 2018-03-13 | 2022-03-03 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-09-10 | 2018-02-09 | — |
| TD AMERITRADE, INC. | 2014-09-10 | 2018-02-09 | — |