Brent D. Holcombe

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-12
NH	RA	APPROVED	2026-05-04
TX	RA	APPROVED	2026-05-04

MA RA
APPROVED

Since 2026-05-12
NH RA
APPROVED

Since 2026-05-04
TX RA
APPROVED

Since 2026-05-04

Branch Locations

Albany, NH • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Merrimack	NH	07/1993	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present
Osaic Wealth	Albany	NH	04/2026	Present

07/1993 → Present

Fidelity Brokerage Services, Inc.

Merrimack, NH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA
04/2026 → Present

Osaic Wealth

Albany, NH

Previous Registrations

2025-03-31 → 2026-05-07

Strategic Advisers Llc

Albany, NH

Londonderry, NH

Boston, MA

Burlington, MA
2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Burlington, MA

Londonderry, NH
2001-04-16 → 2018-07-13

Strategic Advisers Llc

Burlington, MA

Boston, MA
2000-09-14 → 2007-03-28

Fidelity Personal Trust Company, Fsb

Merrimack, NH

Other Businesses

1. CHOCORUA WEALTH MANAGEMENT LLC - FIXED INSURANCE POSITION: Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/02/2026 ADDRESS: 17 Ross Farm Rd, Albany NH 03818, United States DESCRIPTION: All lines of insurance products. 2. CHOCORUA WEALTH MANAGEMENT LLC POSITION: President | Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2026 ADDRESS: 17 Ross Farm Road, Albany NH 03818-7433, United States DESCRIPTION: Sales / Marketing of securities, investment advisory and insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-19
S63	Uniform Securities Agent State Law Examination	1993-09-13

S65 Uniform Investment Adviser Law Examination

1999-07-19
S63 Uniform Securities Agent State Law Examination

1993-09-13

Designations

Other Names

Thacker Holcombe
Brent Daniel Holcombe
Brent Daniel Holcombe

View on SEC IAPD