Timothy John Holly

Current Employers

Employment History

• 12/2003 → 12/2017
  Invest Financial Corp
  Tampa, FL
• 12/2017 → 06/2024
  Securities America, Inc.
  Phoenix, AZ
• 12/2017 → 06/2024
  Securities America Advisors
  Phoenix, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Phoenix, AZ

Previous Registrations

• 2017-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2003-12-18 → 2017-12-05
  Invest Financial Corporation
  Phoenix, AZ
  Phoenix, AZ
• 1994-08-25 → 2003-12-08
  Veravest Investment Advisors, Inc.
  Phoenix, AZ

Other Businesses

1) BlueCross BlueShield of Arizona Position: agent-producer - Nature: health insurance, Medicare supplement - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 01/13/2004 - Address: 8220 N. 23rd Ave, Bldg #2, Phoenix AZ 85021, United States 2) FIRST FINANCIAL STRATEGIES, LLC - DBA 3) INSURANCE POSITION: agent NATURE: fixed interest annuities, immediate annuities, term life insurance, medicare supplement INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1984 ADDRESS: 1300 E Missouri Ave, Suite 230, Phoenix AZ 85014, United States DESCRIPTION: if needed by my clients propose fixed interest annuity immediate annuity, term life insurance, medicare supplement

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-18
• S63 Uniform Securities Agent State Law Examination
  1984-12-04

Designations