Garrett L Holcombe

Current Employers

Employment History

• 09/2009 → 05/2019
  Lpl Financial Llc
  Woodstock, GA
• 08/2016 → Present
  Independent Financial Partners
  Woodstock, GA
• 05/2019 → Present
  Ifp Securities, Llc
  Woodstock, GA

Previous Registrations

• 2012-07-31 → 2016-12-23
  Lpl Financial Llc
  Woodstock, GA
  Torrance, CA

Other Businesses

1. 05/22/2019: Horizon Planning Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for IFP Business (entity for IFP business). 2. 06/07/2016: Universal Life Church - Not Investment Related - 509 Kensington Park Drive Canton, GA 30114 - Ordained Minister - Started 05/31/16 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 06/13/2016: A&G Investments Enterprises, LLC - Investment Related - 509 Kensington Park Drive Canton, GA 30114 - Business Entity For Tax/Investment Purposes Only - Started 05/31/16 - 15 Hours Per Month/0 Hours During Securities Trading. 4. 08/05/2016: Independent Financial Partners - Investment Related - RIA MAIN OFFICE: 3030 North Rocky Point Drive West, Ste 700, Tampa, FL 33607 - Registered Investment Advisor Hybrid - DBA: (HYBRID) Independent Financial Partners - Started 06/15/2016 - 143 Hr/Mo; 7 Hours During Securities Trading - IAR 5. 08/05/2016: Independent Financial Partners - Investment Related - 230 Creekstone Ridge, Woodstock, GA 30188 - Registered Investment Advisor Hybrid - DBA: (HYBRID) Independent Financial Partners - Started 06/16/2016 - 140 Hr/Mo; 65 Hours During Securities Trading - IAR (6) 04/05/2017-IFP DBA Horizon Planning Group, Inc.-investment related-At reported business location(s)- Registered Investment Advisor DBA - IAR-start 06/15/2016 -Hours per month 143/ Hours during trading 7 (7) 8/3/2020 - Cherokee High School Band of Warriors Booster Club - Non-Profit 501(c)(3) - 930 Marietta Hwy, Canton, GA 30114 - The booster club for the band is responsible for raising money and ensuring the band is funded for activities - Board Member - 10hr/month; 0hrs during trading (8) 1/22/2024 - Cherokee High School Band Boosters - not investment related - 930 Marietta Hwy Canton, Ga 30114 - Non-Profit 501(c)(3) - Senior Advisor - the outgoing president serves as a senior advisor on the Board for 1 year. Attend Board meetings; create continuity between outgoing officers and incoming officers. (9) 1/22/2024 - The Association of Pupils of Ginny Leudeman Rabun - not investment related - 8125 Sunnyside Rd SE Salem, OR 97306 - Non-Profit 501(c)(3) - Board Member - start date 9/16/2023 - 5 hours/month - President of the Board; ensure bylaws are followed, conduct meetings, organize with the Board for the annual Association Board meeting and annual Association meeting, held online and in-person in Oregon, respectively (10) 1/22/2024 - First Church of Christ, Scientist, Roswell, GA - not investment related - 10920 Houze Road Roswell, GA 30076 - Non-Profit 501(c)(3) - Board Member - start date 1/1/2024 - 10 hours/month - Manage the duties of the church; ensure it's properly run, and manage my committees for the smooth operation (11) 1/22/2024 - Sea Scout Ship Southwinds 100 - not investment related - 1034 Atherton Lane Woodstock, GA 30189 - Non-Profit 501(c)(3) - Board Member - start date 1/1/2024 - 6 hours/month - Committee Chair of the Ship; run the behind-the-scenes administrative duties of the Ship, including, but not limited to, rechartering with BSA, ensuring youth protection is followed, the Ship bylaws are enforced, and recruit adult leaders and parents to serve on the committee. (12) Goshen Valley Foundation Board of Trustees - not investment related - 225 Reformation Pkwy Canton, GA 30114 - Foster support non-profit that has different divisions for licensed foster homes, a boys ranch, and program for youth who have aged out of foster care with the state but still require support. They also offer therapeutic services to all their youth as well as the community. - Board Member - start date July 22, 2024 - 5 hours/month - Meet quarterly for board meeting, raise funds on behalf of the non-profit, speak to my experience as a foster parent, tell the Goshen Valley story to raise awareness of the org in the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-21
• S63 Uniform Securities Agent State Law Examination
  2011-11-02