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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2021-08-13 |
Branch Locations
6007 Washington Avenue, Ocean Springs, MS 39564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-24 |
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