Michelle M. Holmes

AMERICANA PARTNERS

Dallas, TX 75225

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CRD#: 1974617

Professional summary

Michelle Mckesson Holmes, who also goes by Michelle Ann Bollen, Michelle Ann Holmes Mrs, Michelle Ann Holmes, Michelle Ann Mckesson, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Dallas, Texas and SAXONY SECURITIES, INC. located in Dallas, Texas.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michelle has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Ann Bollen | Michelle Ann Holmes Mrs | Michelle Ann Holmes | Michelle Ann Mckesson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Americana Partners; DBA for securities related business. 2) Americana Partners RIA; Investment-related; 83333 Douglas Ave, Suite 450, Dallas, TX 75225; registered investment advisor; title: relationship specialist/associated vice president; start date: 12/2021; 220 hours per month, during trading hours; acts as a relationship specialist/AVP. Licensed non-producer. 3) Civic League; Not investment-related; PO Box 814372, Farmers Branch, TX 75234; title: Vice President, Scholarships and Grants, Vice President; start date: 02/2020; 10 hours per month, 0 during trading hours; lead meetings and participate in fundraisers to provide scholarships and grants. 4) Page's Place; Not investment-related; 3585 CR 3420, Hawkins, TX 75765; consulting; Title: Board member; start date: 2020; 1 hour per month, 0 during trading hours; consulting for ways to raise money and assist young single moms. 5) Valwood Improvement Authority; Not investment-related; 1740 Briercroft, Carollton, TX 75006; oversight of operations; title: Board member; start date: 09/2015; 1 hour per month, 0 during trading hours; oversee operations, maintenance, and construction projects related to flood control infrastructure improvements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Mckesson Holmes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2022 - Present

AMERICANA PARTNERS, LLC

Office #1: 8343 Douglas Ave. Suite 150, Dallas, TX 75225

RIA

CRD#: 301354

Dallas, TX

Current

February 5, 2025 - Present

SAXONY SECURITIES, INC.

Office #1: 8343 Douglas Avenue Suite 150, Dallas, TX 75225

CRD#: 115547

Dallas, TX

Past

July 12, 2022 - November 18, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dallas, TX

Past

November 20, 2020 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

November 20, 2020 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

November 21, 2019 - May 15, 2020

CORPS CAPITAL ADVISORS, LLC

RIA

CRD#: 304643

Dallas, TX

Past

June 1, 2009 - July 31, 2019

MORGAN STANLEY

RIA

CRD#: 149777

DALLAS, TX

Past

June 1, 2009 - July 31, 2019

MORGAN STANLEY

CRD#: 149777

DALLAS, TX

Past

February 13, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

DALLAS, TX

Past

February 13, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

DALLAS, TX

Past

July 12, 2007 - March 4, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

September 26, 2006 - March 4, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Texas
(1/3/2022)

Texas
(2/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/10/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michelle M. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Mckesson Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CORPS CAPITAL ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2006

FINRA

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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