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RIA / WealthAdvisor23 years in industry

STEPHEN CLAY HOLMES

Advisor at WRIGHT INVESTORS SERVICE INC

Highlands Ranch, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 16, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WRIGHT INVESTORS SERVICE INC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 23, 2003
First registration: Jun 16, 2010
Dual registered: no
IAPD individual key: 824098

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WRIGHT INVESTORS SERVICE INC	Other adviser	Mar 30, 2017	n/a	yes	Highlands Ranch, CO	Current employment
GREEN INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Dec 4, 2012	Mar 26, 2015	no	CASTLE PINES, CO\|FORT WORTH, TX	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Jun 17, 2010	Nov 13, 2012	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Jun 16, 2010	Nov 13, 2012	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREEN INVESTMENT MANAGEMENT, INC.	WRIGHT INVESTORS SERVICE INC	Mar 26, 2015	Mar 30, 2017	735	Firm change after gap	Other
MEEDER ASSET MANAGEMENT, INC.	MEEDER ADVISORY SERVICES, INC.	Nov 13, 2012	Jun 17, 2010	-880	Firm change after gap	Other
MEEDER ADVISORY SERVICES, INC.	GREEN INVESTMENT MANAGEMENT, INC.	Nov 13, 2012	Dec 4, 2012	21	Firm change	Other

Relationships

Registered with (4)

→ WRIGHT INVESTORS SERVICE INCRegistered adviserregistration: current employment
Mar 30, 2017 to presentfactForm ADV
→ GREEN INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 4, 2012 to Mar 26, 2015factForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 16, 2010 to Nov 13, 2012factForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 17, 2010 to Nov 13, 2012factForm ADV

Dated events

No dated event names this entity yet.