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Holly Ann Kimsey

Osaic Wealth, Inc.

Dalton, GA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-11
GA RA APPROVED 2025-02-11
  • FL RA
    APPROVED
    Since 2025-02-11
  • GA RA
    APPROVED
    Since 2025-02-11

Branch Locations

118 W. King Street, Dalton, GA 30720 • 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
Wachovia Bank, N.A. Dalton GA 06/2002 02/2025
Bradley Wellness Center Dalton GA 03/1993 Present
Wells Fargo Advisors Llc Dalton GA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Dalton GA 11/2016 02/2025
Osaic Wealth, Inc. Dalton GA 02/2025 Present
  • 06/2002 → 02/2025
    Wachovia Bank, N.A.
    Dalton, GA
  • 03/1993 → Present
    Bradley Wellness Center
    Dalton, GA
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Dalton, GA
  • 11/2016 → 02/2025
    Dalton, GA
  • 02/2025 → Present
    Dalton, GA
Previous Registrations
Other Businesses

1. HOLLY KIMSEY - NOTARY PUBLIC POSITION: notary public NATURE: notary public service for branch clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1994 ADDRESS: 118 West King St, Dalton GA 30720 DESCRIPTION: notarize documents for branch clients 2. HOLLY KIMSEY - INSURANCE POSITION: insurance agent NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1994 ADDRESS: 118 West King St, Dalton GA 30720 DESCRIPTION: fixed insurance sales and service 3. HOLLY KIMSEY - FITNESS INSTRUCTOR POSITION: fitness instructor NATURE: exercise INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 510 S Tibbs Rd, Dalton GA 30720 DESCRIPTION: teach exercise classes 4. ADVOCARE DISTRIBUTOR POSITION: distributor NATURE: health supplements INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 2800 Telecom Parkway, Richardson TX 75082 DESCRIPTION: I recommend and sell supplements to customers. These supplements are used for overall wellness for my customers. 5. BROWNE, DRAPER AND LAND FINANCIAL CONCEPTS LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/10/2025 ADDRESS: 118 West King Street, Dalton GA 30720, United States DESCRIPTION: Provide investment advice to my clients and clerical support for the BDL partners.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-06
S63 Uniform Securities Agent State Law Examination 1994-08-17
  • S66 Uniform Combined State Law Examination
    2015-07-06
  • S63 Uniform Securities Agent State Law Examination
    1994-08-17

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