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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2021-08-13
  • MS RA
    APPROVED
    Since 2021-08-13

Branch Locations

6007 Washington Avenue, Ocean Springs, MS 39564 • 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
Avantax Investment Services, Inc. Ocean Springs MS 06/2001 08/2021
Avantax Advisory Services Ocean Springs MS 07/2006 08/2021
Holcomb Financial Ocean Springs MS 08/2005 08/2021
Avantax Insurance Agency Llc Ocean Springs MS 06/2016 08/2021
Holcomb Wealth Management Ocean Springs MS 05/2021 Present
Lpl Financial Llc Ocean Springs MS 08/2021 Present
Verus Capital Partners, Llc Ocean Springs MS 08/2021 Present
  • 06/2001 → 08/2021
    Avantax Investment Services, Inc.
    Ocean Springs, MS
  • 07/2006 → 08/2021
    Avantax Advisory Services
    Ocean Springs, MS
  • 08/2005 → 08/2021
    Holcomb Financial
    Ocean Springs, MS
  • 06/2016 → 08/2021
    Avantax Insurance Agency Llc
    Ocean Springs, MS
  • 05/2021 → Present
    Holcomb Wealth Management
    Ocean Springs, MS
  • 08/2021 → Present
    Lpl Financial Llc
    Ocean Springs, MS
  • 08/2021 → Present
    Ocean Springs, MS
Previous Registrations
  • 2006-07-31 → 2021-08-16
    Avantax Advisory Services
    Ocean Springs, MS
Other Businesses

1) 8/2021- HOLCOMB WEALTH MANAGEMENT- HOLCOMB WEALTH MANAGEMENT- Inv. Related- Ocean Springs, MS- start date 7/9/2021- 160hrs/mth 2) 8/2021 - HOLCOMB TAX SERVICES- Tax Prep/Accounting/CPA- Inv. Related- Ocean Springs, MS- start date 7/6/2021- 160hrs/mth 3) 8/2021- HF Properties, LLC- Real Estate Rental- owner- Inv. Related- Ocean Springs, MS - start date 2/2018- 1hrs/mth 4) 8/2021- Arbor Homeowners Asscociation Inc- Non-Profit Board Member- Treasurer- non-inv. related- OCEAN SPRINGS, MS-start date 3/2010- 1hr/mth 5) 8/2021- Rotary Club- Non-Profit Board Member- Treasurer- non-inv. related- OCEAN SPRINGS, MS- start date 7/2016- 1hr/mth 6) 8/24/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2021-08-06 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through VERSUS CAPITAL PARTNERS LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-10
S63 Uniform Securities Agent State Law Examination 2002-01-24
  • S65 Uniform Investment Adviser Law Examination
    2006-07-10
  • S63 Uniform Securities Agent State Law Examination
    2002-01-24

View on SEC IAPD

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