Investment adviser representative · Osborne Global Investors, Inc.
Holmes R. Osborne III
CRD 3113440 · Lee's Summit, MO
At a glance
Holmes R. Osborne III is an investment adviser representative with Osborne Global Investors, Inc. in Lee's Summit, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Holmes’s SEC record dates to 2011, about 15 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Osborne Global Investors, Inc.Since January 2011Lee's Summit, MO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Holmes’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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