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Chad Wesley Holmes
CRD#: 6637156
IA
Investment Adviser
FORMULA WEALTHCRD#: 308923 FAIRHOPE, AL
Registration History
20162017201820192020202120222023202420252026IAFORMULA WEALTH (CRD# 308923)2020 - Present (4 years)IAWPWEALTH LLP (CRD# 145467)2016 - 2020 (4 years)
License(s)

State Registrations

IA
Alabama 8/20/2021

IA
Texas 1/26/2021

IA
Tennessee 3/8/2021

Current Registration(s)
IA
FORMULA WEALTH (CRD#:308923)
FAIRHOPE, AL
Registered with this firm since 6/18/2020

Previous Registration(s)
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IA
05/23/2016 - 06/12/2020 WPWEALTH LLP (CRD#:145467) FORT WORTH, TX
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.