Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-29
FL RA APPROVED 2024-09-09
GA RA APPROVED 2024-09-06
MI RA APPROVED 2022-04-14
  • TX RA
    APPROVED
    Since 2026-04-29
  • FL RA
    APPROVED
    Since 2024-09-09
  • GA RA
    APPROVED
    Since 2024-09-06
  • MI RA
    APPROVED
    Since 2022-04-14

Branch Locations

4519 Cascade Rd Se #2B, Grand Rapids, MI 49546-0000 • United States

3309 Silver Lake Road Suite A, Fenton, MI 48430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Fenton MI 11/2015 04/2022
Mml Investors Services, Llc Fenton MI 11/2015 04/2022
Osaic Wealth, Inc. Fenton MI 04/2022 Present
Previous Registrations
Other Businesses

(1) SILVERLAKE 2015 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2015 ADDRESS: 3309 W Silver Lake Rd, Suite A, Fenton MI 48430, United States DESCRIPTION: Management (2) AUTUMN VIEW CT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 6476 Shannon Glen Dr, Fenton MI 48430-9283, United States DESCRIPTION: Nothing (3) GARY HOLVICK JR. - INSURANCE BROKER POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/22/1999 ADDRESS: 3309 W Silver Lake Rd, Suite A, Fenton MI 48430, United States DESCRIPTION: Insurance Sales (4) HOLVICK & ASSOCIATES, ADVANCED BUSINESS PARTNERS POSITION: CEO & Chief Strategist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 133 START DATE: 04/14/2022 ADDRESS: 3309 W. Silver Lake Rd., Suite A, Fenton MI 48430, United States DESCRIPTION: Holvick & Associates, Advanced Business Partners used as Marketing Name for BD (5) PENSION PLAN CONSULTING LLC POSITION: Passive NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/09/2016 ADDRESS: 3309 W Silver Lake Rd, Suite D, Fenton MI 48430, United States DESCRIPTION: Shareholder Meetings (6) ADVANCED BUSINESS PARTNERS CONSULTING LLC POSITION: Owner/ Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/05/2023 ADDRESS: 3309 Silver Lake Road, Suite A, Fenton MI 48430, United States DESCRIPTION: Work with non-publicly traded companies to enhance their business operations and prepare for transfer of ownership whether internal or external. This may include; management consulting, Owner exit readiness assessments, team coaching, group insurance benefits & P&C review.*We may receive a referral fee from 3rd party business brokers when a company we referred sells (7) ADVANCED BUSINESS PARTNERS CASCADE POSITION: Advisor NATURE: Branch Office of ABP, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2024 ADDRESS: 4519 Cascade Rd, Grand Rapids MI 49546, United States DESCRIPTION: Soliciting Clients and Managing a Financial Services Practice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-29
S63 Uniform Securities Agent State Law Examination 1999-12-29
  • S66 Uniform Combined State Law Examination
    2005-09-29
  • S63 Uniform Securities Agent State Law Examination
    1999-12-29
Designations
Other Names
  • Gary Carmon Holvick

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor