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Kevin Justin Holmes

Osaic Wealth, Inc.

Ocala, FL

CRD 4587855

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-07
  • FL RA
    APPROVED
    Since 2026-08-07

Branch Locations

Ocala, FL • 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
Investacorp Inc. Miami Lakes FL 07/2010 07/2020
Securities America, Inc. Ocala FL 07/2020 06/2024
Osaic Wealth, Inc. Ocala FL 06/2024 Present
  • 07/2010 → 07/2020
    Investacorp Inc.
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Ocala, FL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Ocala, FL
Other Businesses

DBA - Holmes Financial Consulting

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-10
  • S63 Uniform Securities Agent State Law Examination
    2013-08-10
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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