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Southlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2020-09-17 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutions 4 Wealth, Ltd. | Southlake | TX | 04/2016 | 06/2017 |
| Archetype Wealth Partners, Llc | Southlake | TX | 06/2017 | 08/2020 |
| Combs Capital Partners Llc | Southlake | TX | 08/2020 | Present |
| Combs Capital Group, Llc | Southlake | TX | 01/2021 | Present |
| Pathway Healthcare | Birmingham | AL | 01/2026 | Present |
| Teamalytics | College Station | TX | 06/2016 | 02/2026 |
1) Partners; Combs Capital Group, LLC; Investment Related: Yes; Location: 203 Timber Lake Way, Southlake, TX, 76092; Description of the business: General Partner in Alternative Investment Vehicles; Responsibilities Duties: Vetting alternative investment opportunities; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 8. 2) VAUCLUSE CAPITAL; MANAGING DIRECTOR; INVESTMENT RELATED: YES; 3838 OAKLAWN AVE., SUITE 1450 DALLAS TX 75219 USA; VAUCLUSE CAPITAL IS A HEDGE FUND WITH A FOCUS ON BLOCKCHAIN RELATED INVESTMENTS.;HIS ROLE IS TO OVERSEE THE RAISING AND MANAGEMENT OF FUNDS.; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 10; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 40. 3) Karpos Capital Partners; Investment related: Yes; 539 W. Commerce St #1793 Dallas TX 75208; Karpos Capital Partners is a private equity investment company focused on buying and growing high-potential, well managed small to mid-sized companies.; Managing Director; Pat's primary responsibilities revolve around administrative and operational assistance with the various portfolio companies.; Start date: 2023-01-18; Hours per month during trading hours: 3; Hours per month outside trading hours: 3. 4) Pathway Healthcare; Investment related: No; 48 Medical Park East, Suite 453 Birmingham AL 35235 USA; Pathway is an outpatient behavioral and mental health services provider designed to meet the needs of those dealing with depression, anxiety, trauma, addiction, or a mix of things.; Interim CEO; 2026-01-19; Hours per month during trading hours: 60; Hours per month outside trading hours: 20.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-16 |
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