Paul Brendan Holm

Current Employers

Employment History

• 06/1996 → 10/2019
  1St Global Capital Corp.
  Victoria, TX
• 09/1997 → 10/2019
  1St Global Advisors, Inc
  Victoria, TX
• 03/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Victoria, TX
• 10/2013 → Present
  Paul B. Holm & Company, Pllc
  Victoria, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Victoria, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Victoria, TX
• 04/2000 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Victoria, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Victoria, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Victoria, TX
• 1997-09-18 → 2019-10-25
  1St Global Advisors Inc
  Victoria, TX
  Victoria, TX

Other Businesses

1) HOLM FINANCIAL SERVICES, LLC; POSITION: MANAGING MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 10/16/2013; Victoria TX 77902, Sole owner & advisor. 2) BAUKNIGHT FOR JUDGE; POSITION: treasurer NATURE: pay bills, make deposits and file reports with Texas Ethics commission INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022; 120 S. Main, Suite 305, Victoria TX 77901, pay bills, make deposits and file reports with Texas Ethics Commission 3) Paul B. Holm & Company, PLLC; OTHER - CPA-PARTNER; ; NIR; ; 10/23/2013; ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-19