This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HOLMES & TURNER FINANCIAL SERVICES, INC.

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 29, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

27derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

4

Exams

S65|S63

First exam

May 29, 1992

First registration

Apr 11, 2002

Dual registered

no

IAPD individual key

2233405

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e12571d-9c3b-4c28-6d40-19713aa6f592

First observed

Apr 11, 2002

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.