Terry Richard Holcomb

Employer firm

Thurston Springer Advisors CRD 299201

$3.68B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Thurston Springer Advisors

9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-06-26
TX	RA	APPROVED_RES	2024-06-15

OK RA
APPROVED

Since 2024-06-26
TX RA
APPROVED_RES

Since 2024-06-15

Branch Locations

Nw 63Rd Street Suite 600, Oklahoma City, OK 73116 • United States

9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States

Disclosures

2 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Phillips Securities Insurance Agency	Oklahoma City	OK	05/1999	Present
Phillips Investment Consultants, Llc	Oklahoma City	OK	02/2001	Present
T.S. Phillips Investments, Inc.	Oklahoma City	OK	06/2002	Present

05/1999 → Present

Phillips Securities Insurance Agency

Oklahoma City, OK
02/2001 → Present

Phillips Investment Consultants, Llc

Oklahoma City, OK
06/2002 → Present

T.S. Phillips Investments, Inc.

Oklahoma City, OK

Previous Registrations

1999-12-08 → 2024-06-28

Phillips Capital Advisors, Inc.

Oklahoma City, OK

Other Businesses

PHILLIPS SECURITIES INVESTMENT CONSULTANTS LLC-NON INVESTMENT 3555 NW 58TH STREET OKLAHOMA CITY-OPERATIRONS START DATE 2/2001, NON-INVESTMENT RELATED 20 HOURS A MONTH PHILLIPS SECURITIES INSURANCE AGENCY-3555 NW 58TH ST. OKLAHOMA CITY-NON INVESTMENT TREASURER, START DATE 5/99 2 HOURS MONTH PHILLIPS CAPITAL ADVISORS (FORMERLY PHILLIPS SECURITIES), OKLA CITY, START DATE 9/99 INVESTMENT MANAGEMENT 20 HOURS A MONTH, DBA HOLCOMB WEALTH MANAGEMENT LLC FOR PERSONAL BRANDING INVESTMENT RELATED FULLTIME GENERAL PARTNR Rental Property Approx 1 hour a month outside normal trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-01-10
S63	Uniform Securities Agent State Law Examination	1987-04-07

S65 Uniform Investment Adviser Law Examination

1992-01-10
S63 Uniform Securities Agent State Law Examination

1987-04-07

View on SEC IAPD