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

Antwann Holmes

J.P. Morgan Securities LLCwirehouseArvada, Co dual registrantIAPD 5442267

Certified Financial Planner

Feed of 09/15/2026

Also filed as Antwann Holmes

At current firm

0 y

since Jun 17, 2026

In the industry

18 y

since Jun 4, 2008 (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

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since Jun 17, 2026 · Irvine, Ca
Townsend independent RIA
Jul 27, 2023 to May 11, 2026 · Westminster, Co
Creative Planning independent RIA
Jun 29, 2022 to Jun 22, 2023 · Arvada, Co
Townsend independent RIA
Jan 28, 2017 to Nov 4, 2022 · Westminster, Co
Personal Capital Advisors Corporation former
Mar 9, 2015 to Nov 9, 2016 · Denver, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 11, 2008 to Dec 1, 2008 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Townsend to J.P. Morgan Securities LLC
left May 11, 2026, registered Jun 17, 2026 (37 days) · RIA to wirehouse
Creative Planning to Townsend
left Jun 22, 2023, registered Jul 27, 2023 (35 days) · RIA to RIA
Townsend to Creative Planning
left Nov 4, 2022, registered Jun 29, 2022 (-128 days) · RIA to RIA
Personal Capital Advisors Corporation to Townsend
left Nov 9, 2016, registered Jan 28, 2017 (80 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Personal Capital Advisors Corporation
left Dec 1, 2008, registered Mar 9, 2015 (2289 days) · Other

Signals

Antwann Holmes left Townsend for J.P. Morgan Securities Llc (registered 2026-06-17)
May 11, 2026 · Advisor changed firm · fact
Antwann Holmes left Creative Planning for Townsend (registered 2023-07-27)
Jun 22, 2023 · Advisor changed firm · fact
Antwann Holmes left Townsend for Creative Planning (registered 2022-06-29)
Nov 4, 2022 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address