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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Woodstock | GA | 09/2009 | 05/2019 |
| Independent Financial Partners | Woodstock | GA | 08/2016 | Present |
| Ifp Securities, Llc | Woodstock | GA | 05/2019 | Present |
(1) 11/25/2009: Gary L. Holcombe, CFP - INV REL - At Reported Business Location(s) - Non-Variable Insurance - 10% TIME SPENT - Incendental to financial planning and wealth management- provide life insurance, long term care and disability insurance based on specific needs analysis. (2) 12/23/2009: Horizon Planning Group, Inc. - INV REL - At Reported Business Location(s) - Non-Variable Insurance - 5% TIME SPENT - President - fixed insurance sales from placement of life insurance and health insurance products. (3) 01/20/2010: GLH, Inc - INV REL - At Reported Business Location(s) - Real Estate Rental - 1% TIME SPENT - one condo rental property for a disabled brother. one condo rental for my company. (4) 12/31/2010: Creekstone Condomium Association - NOT INV REL - At Reported Business Location(s) - Non-Profit Board Member - 1% Time Spent - Board of Directors for Creekstone Office Park. My office is in the unit I own as reported under GLH, Inc. I do not have control over funds or operations of the office park. (5) 4/11/2017 DBA: Horizon Planning Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/15/2016 - 200 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-02 |
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