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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-08-04
  • GA RA
    APPROVED
    Since 2016-08-04

Branch Locations

230 Creekstone Ridge, Woodstock, GA 30188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2009-09-08 → 2016-12-23
    Woodstock, GA
    Torrance, CA
  • 2006-01-12 → 2009-09-08
    Mutual Service Corporation
    Boston, MA
    Atlanta, GA
    Woodstock, GA
  • 2003-02-26 → 2006-01-05
    Atlanta, GA
  • 2001-12-06 → 2006-01-05
    Creative Financial Group Ltd
    Atlanta, GA
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-06-02
  • S63 Uniform Securities Agent State Law Examination
    1983-06-02
Designations
Other Names
  • Gary Lyle Holcombe

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