Gary R. Holmes
Professional summary
Gary Richard Holmes, who also goes by Gary R. Holmes, Gary Holmes, is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Gary is registered as a RR (Registered Representative) and started their career in finance in 1999. Gary has worked at 4 firms and has passed the SIE, Series 7, Series 14 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gary Richard Holmes's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2026 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240April 7, 2022 - June 11, 2026
GREEN PIER FINTECH LLC
March 24, 2006 - April 20, 2022
NATIONAL FINANCIAL SERVICES LLC
February 7, 2000 - March 24, 2006
FIDELITY BROKERAGE SERVICES LLC
March 29, 1999 - February 7, 2000
NATIONAL FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
MISSIONSQUARE WEALTH MANAGEMENT
CRD#: 23189 / SEC#: , 8-40268
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | |
| GANEY, PETER DAVIDSON | MANAGER | 2282691 |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 |
| HOGENDORN, SHANNON DANIEL | PRESIDENT & PRINCIPAL MANAGER | 3221945 |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
Red Flags
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