Eric B. Holmes

SIGNATURE EQUITY PARTNERS

Vero Beach, FL 32960

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CRD#: 1109267

Professional summary

Eric Bernard Holmes is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Vero Beach, Florida and OSAIC WEALTH, INC. located in Vero Beach, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Eric has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Bernard Holmes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2026 - Present

SIGNATURE EQUITY PARTNERS, LLC

Office #1: 1955 22nd Avenue, Vero Beach, FL 32960

RIA

CRD#: 327455

Vero Beach, FL

Current

February 13, 2026 - Present

OSAIC WEALTH, INC.

Office #1: One Overvue 1955 22nd Avenue, Vero Beach, FL 32960

RIA

CRD#: 23131

Vero Beach, FL

Past

October 24, 2011 - February 27, 2026

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

Pikesville, MD

Past

October 4, 2002 - August 10, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

Pikesville, MD

Past

June 22, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

June 22, 2000 - February 27, 2026

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

TAMPA, FL

Past

November 14, 1987 - February 25, 1999

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

February 21, 1986 - July 14, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

July 19, 1984 - January 14, 1986

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

July 19, 1984 - January 14, 1986

OSAIC FA, INC.

CRD#: 3978

Past

April 19, 1983 - July 18, 1984

UR FINANCIAL, INC.

CRD#: 10509

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNATURE EQUITY PARTNERS, LLC

CRD#: 327455 / SEC#: 801-128432

RIA

Registered Investment Advisory firm - (7/27/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(2/13/2026)

Florida
(2/13/2026)

Georgia
(2/13/2026)

Maryland
(2/13/2026)

IAR

Maryland
(2/13/2026)

New Jersey
(2/13/2026)

North Carolina
(2/16/2026)

Ohio
(2/13/2026)

South Carolina
(2/19/2026)

Virginia
(2/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/10/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 2/10/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SIGNATURE EQUITY PARTNERS, LLC

CRD#: 327455 / SEC#: 801-128432

RIA

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

445 Hutchinson Avenue Suite 800, Columbus, OH 43235

Mailing Address

Phone number

(614) 846-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATURE EQUITY PARTNERS FORM ADV PART 2A (12/23/2025)

Regulatory assets under management

Total Number of Accounts	1,714
AUM (Assets Under Management)	$ 330,621,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eric B. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Bernard Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

LINCOLN NATIONAL PENSION INSURANCE COMPANY

OSAIC FA, INC.

UR FINANCIAL, INC.

Primary Firm SEC Registration

SIGNATURE EQUITY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2002

Series 63

Date: 6/10/1983

SIE

Date: 10/1/2018

Series 7

Date: 4/16/1983

Series 51

Date: 2/10/2003

Series 24

Date: 12/27/2000

FINRA

Current Firm

SIGNATURE EQUITY PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNATURE EQUITY PARTNERS, LLC

TRUST BUT VERIFY

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