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Glen Edward Holmes

Osaic Wealth, Inc.

Grove City, OH

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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 2023-11-03
OH RA APPROVED 2023-11-03
TX RA APPROVED_RES 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-03
  • OH RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-03

Branch Locations

3902 Broadway, Grove City, OH 43123 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Holmes Management Llc. Grove City OH 05/2005 Present
Holmes & Welsheimer Llc Grove City OH 05/2007 Present
H.BEck, Inc. Rockville MD 02/2010 01/2017
Fsc Securities Corp Atlanta GA 01/2017 11/2023
Osaic Wealth, Inc. Grove City OH 11/2023 Present
  • 05/2005 → Present
    Holmes Management Llc.
    Grove City, OH
  • 05/2007 → Present
    Holmes & Welsheimer Llc
    Grove City, OH
  • 02/2010 → 01/2017
    H.BEck, Inc.
    Rockville, MD
  • 01/2017 → 11/2023
    Fsc Securities Corp
    Atlanta, GA
  • 11/2023 → Present
    Grove City, OH
Previous Registrations
  • 2018-02-01 → 2023-11-03
    Fsc Securities Corporation
    Grove City, OH
    Grove City, OH
    Atlanta, GA
  • 2010-03-01 → 2018-01-31
    Grove Point Investments, Llc
    Worthington, OH
    Grove City, OH
  • 2005-12-21 → 2010-02-24
    Fsc Securities Corporation
    Grove City, OH
    Grove City, OH
  • 1999-09-18 → 2005-05-11
    Grove City, OH
Other Businesses

1. HOLMES MANAGEMENT LLC - PRESIDENT POSITION: MEMBER NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 05/15/2005 ADDRESS: 3902 BROADWAY, GROVE CITY OH 43123 DESCRIPTION: PRESIDENT OVERSEEING ADMINISTRATION AND MANAGMENT 2. I OWN A INDIVIDUAL SINGLE FAMILY HOME WHICH I RENT OUT. POSITION: OWNER /LAND LORD NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 04/07/2009 ADDRESS: 2659 REGINA AVE, COLUMBUS OH 43202 DESCRIPTION: COLLECT RENT 3. HOLMES MANAGEMENT LLC INSURANCE AGENCY POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 30 START DATE: 05/15/2005 ADDRESS: 3902 BROADWAY, GROVE CITY OH 43123 DESCRIPTION: THE AGENCY PROVIDES CLIENTS WITH INSURANCE QUOTES AND INSURANCE CONSULTING SERVICE. 4. GLEN E. HOLMES POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2005 ADDRESS: 3902 Broadway, Grove City OH 43123 DESCRIPTION: Manage overall mainteanance 5. HOLMES MANAGEMENT LLC. POSITION: President NATURE: Insurnace sales investment related: INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 20 START DATE: 03/31/2002 ADDRESS: 3902 Broadway, Grove City OH 43123, United States DESCRIPTION: Evaluate various forms of insurance to porvide risk transfer to an insurer. Life, Long term care, disability and health insurance. Holmes Managemet provides economic & investmentreserch to me personally.Personal responcabilities - Overseeing adminstation and managemt 6. HOLMES MANAGEMENT LLC. POSITION: President NATURE: Limited Liability Compnay INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2002 ADDRESS: 3902 Broadway, Grove City OH 43123, United States DESCRIPTION: I own a individual single family home. This property is rented out and managed throgh Holmes Management LLC The address is 2659 Regina AveColumubs, Ohio 43204I also own and manage 3902 Broadway Grove City, Ohio 43123. This property is also the professional office and branch office location. 7. GLEN HOLMES POSITION: Landlord NATURE: I own a residential property at 100 Coolidge Ave. Columbus , Ohio 43223 INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 3902 Broadway, Grove City OH 43123, United States DESCRIPTION: Land Lord 8. GLEN HOLMES POSITION: Owner 50% NATURE: Partnership / LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2024 ADDRESS: 3108 Hwy #17, Fleming Island FL 32003, United States DESCRIPTION: I own a 50% interest in a house boat. The boat is listed on Airbnb & VRBO. I have a management company managing all of the listings, advertisement and collection of revenue. 9. ISLAND BEACH PROPERTIES LLC. POSITION: Owner 50% NATURE: Partnership / LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2024 ADDRESS: 3108 Hwy #17, Fleming Island FL 32003, United States DESCRIPTION: I own a 50% interest in a house boat. The boat is listed on Airbnb & VRBO. I have a management company managing all of the listings, advertisement and collection of revenue.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-20
  • S63 Uniform Securities Agent State Law Examination
    1984-08-20

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