DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nicholas C Holmes

Objectivity Squared Wealth Managementindependent RIACharleston, ScIA-onlyIAPD 4318839

Feed of 09/14/2026

Also filed as Nick Holmes

At current firm

0 y

since Jan 2, 2026

In the industry

25 y

since Feb 23, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: nick@objectivitysquared.comreportedobjectivitysquared.comfirm site, Sep 15, 2026
Direct business phone: 843-212-2129reportedobjectivitysquared.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Objectivity Squared Wealth Management independent RIA current
since Jan 2, 2026 · Charleston, Sc
Objectivity Squared Wealth Management independent RIA
Oct 26, 2020 to Nov 11, 2020 · Charleston, Sc
Raymond James & Associates, Inc. national BD
Dec 9, 2009 to Dec 31, 2020 · Mt. Pleasant, Sc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 7, 2001 to Dec 1, 2009 · Charleston, Sc

Moves

a registration end followed by a registration begin elsewhere

Raymond James & Associates, Inc. to Objectivity Squared Wealth Management
left Dec 31, 2020, registered Oct 26, 2020 (-66 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James & Associates, Inc.
left Dec 1, 2009, registered Dec 9, 2009 (8 days) · Wirehouse to affiliated broker-dealer or bank

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address